Morgan Stanley
Industry: Investment banking company
DescriptionMorgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in the Morgan Stanley Building, Midtown Manhattan, New York City. Headquarters: New York City, New York, United States CEO: James P. Gorman (Jan 1, 2010–) Revenue: 37.94 billion USD (2017) Subsidiaries: Discover Financial Services, Did you know: Morgan Stanley is the sixth-largest bank in the US by total assets ($875 B). wikipedia.org
Morgan Stanley List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Morgan Stanley. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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34,792 Morgan Stanley employees in database. Find out everything there's to know about Morgan Stanley employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Morgan Stanley Employees
Employee
Years
Job
Industry
Michael Tully Michael Tully's Morgan Stanley Experience June 2011 - March 2013
Job Analyst at Shumway Capital
Industry Investment Management
Experience
Shumway Capital April 2015 - Present
Valiant Capital Partners March 2013 - March 2015
Morgan Stanley June 2011 - March 2013
Morgan Stanley June 2010 - August 2010
Equity International June 2009 - August 2009
Equity Group Investments June 2008 - August 2008
Education
University of Pennsylvania 2007 — 2011
Bachelor of Arts (B.A.), Economics
Phillips Academy
Shumway Capital April 2015 - Present
Valiant Capital Partners March 2013 - March 2015
Morgan Stanley June 2011 - March 2013
Morgan Stanley June 2010 - August 2010
Equity International June 2009 - August 2009
Equity Group Investments June 2008 - August 2008
Education
University of Pennsylvania 2007 — 2011
Bachelor of Arts (B.A.), Economics
Phillips Academy
Ricardo Morcelo Ricardo Morcelo's Morgan Stanley Experience September 1997 - June 2001
Job Network Engineer at Jane Street
Industry Capital Markets
Experience
Jane Street April 2002 - Present
Morgan Stanley September 1997 - June 2001
Skills
CCNA, MCSE, Cisco Technologies, Routing, Network Design, Data Center, Cisco IOS, Juniper, VPN, Virtualization, Checkpoint, Security, Firewalls, IPSec, DHCP, Network Security, Network Administration, Network Engineering, Networking, Disaster Recovery, Microsoft Office
Education
University of Pennsylvania 1989 — 1994
Regis HS 1985 — 1989
Regents Diploma
Jane Street April 2002 - Present
Morgan Stanley September 1997 - June 2001
Skills
CCNA, MCSE, Cisco Technologies, Routing, Network Design, Data Center, Cisco IOS, Juniper, VPN, Virtualization, Checkpoint, Security, Firewalls, IPSec, DHCP, Network Security, Network Administration, Network Engineering, Networking, Disaster Recovery, Microsoft Office
Education
University of Pennsylvania 1989 — 1994
Regis HS 1985 — 1989
Regents Diploma
Alec Simpson Alec Simpson's Morgan Stanley Experience June 2012 - July 2014
Job Private Equity Associate at TPG Capital
Industry Venture Capital & Private Equity
Experience
TPG Capital August 2014 - Present
Morgan Stanley June 2012 - July 2014
Morgan Stanley June 2011 - August 2011
Demand Media June 2010 - August 2010
Skills
Financial Modeling, Valuation, Finance, Bloomberg, Microsoft Office, Investment Banking, Corporate Finance, Private Equity
Education
University of Pennsylvania - The Wharton School 2008 — 2012
BSE, Finance & Accounting
University of Pennsylvania - School of Engineering and Applied Science 2008 — 2012
BAS, Bioengineering
TPG Capital August 2014 - Present
Morgan Stanley June 2012 - July 2014
Morgan Stanley June 2011 - August 2011
Demand Media June 2010 - August 2010
Skills
Financial Modeling, Valuation, Finance, Bloomberg, Microsoft Office, Investment Banking, Corporate Finance, Private Equity
Education
University of Pennsylvania - The Wharton School 2008 — 2012
BSE, Finance & Accounting
University of Pennsylvania - School of Engineering and Applied Science 2008 — 2012
BAS, Bioengineering
Michael Doak Michael Doak's Morgan Stanley Experience 2005 - 2010
Job Senior Vice President at RenaissanceRe
Industry Financial Services
Experience
RenaissanceRe June 2010 - Present
Tower Hill Insurance Group June 2013 - Present
Trupanion - Medical insurance for your pet February 2014 - Present
DaVinci Reinsurance June 2010 - August 2015
Morgan Stanley 2005 - 2010
Skills
Investments, Alternative Investments, Mergers & Acquisitions, Investment Banking, Financial Services, Valuation, Reinsurance, Insurance, Portfolio Management, Risk Management, Financial Modeling, Asset Management, Underwriting, Private Equity, Capital Markets, Property & Casualty..., Corporate Development
Education
University of Pennsylvania 2000 — 2003
Doctor of Law (JD)
University of Virginia 1994 — 1998
Bachelor of Arts (BA)
Jesuit College Preparatory School 1990 — 1994
RenaissanceRe June 2010 - Present
Tower Hill Insurance Group June 2013 - Present
Trupanion - Medical insurance for your pet February 2014 - Present
DaVinci Reinsurance June 2010 - August 2015
Morgan Stanley 2005 - 2010
Skills
Investments, Alternative Investments, Mergers & Acquisitions, Investment Banking, Financial Services, Valuation, Reinsurance, Insurance, Portfolio Management, Risk Management, Financial Modeling, Asset Management, Underwriting, Private Equity, Capital Markets, Property & Casualty..., Corporate Development
Education
University of Pennsylvania 2000 — 2003
Doctor of Law (JD)
University of Virginia 1994 — 1998
Bachelor of Arts (BA)
Jesuit College Preparatory School 1990 — 1994
Nikhil Khosla Nikhil Khosla's Morgan Stanley Experience June 2014 - Present
Job S&T Analyst at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley June 2014 - Present
India Value Fund Advisors (IVFA) June 2012 - September 2012
Deloitte June 2011 - August 2011
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Customer Service, Bloomberg
Education
University of Pennsylvania 2010 — 2014
Bachelor of Arts (BA), Economics
Dhirubhai Ambani International School 2006 — 2010
International Baccalaureate
Morgan Stanley June 2014 - Present
India Value Fund Advisors (IVFA) June 2012 - September 2012
Deloitte June 2011 - August 2011
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Customer Service, Bloomberg
Education
University of Pennsylvania 2010 — 2014
Bachelor of Arts (BA), Economics
Dhirubhai Ambani International School 2006 — 2010
International Baccalaureate
Natasha Nayar Natasha Nayar's Morgan Stanley Experience July 2013 - Present
Job Finance Analyst
Industry Financial Services
Experience
Morgan Stanley July 2013 - Present
Morgan Stanley June 2012 - August 2012
Johnson & Johnson June 2011 - September 2011
Skills
Microsoft Office, Economics, Healthcare, Leadership, PowerPoint, Microsoft Excel, Research, Data Analysis
Education
University of Pennsylvania 2009 — 2013
Bachelor of Arts, Economics
The Pennington Prep School 2005 — 2009
Morgan Stanley July 2013 - Present
Morgan Stanley June 2012 - August 2012
Johnson & Johnson June 2011 - September 2011
Skills
Microsoft Office, Economics, Healthcare, Leadership, PowerPoint, Microsoft Excel, Research, Data Analysis
Education
University of Pennsylvania 2009 — 2013
Bachelor of Arts, Economics
The Pennington Prep School 2005 — 2009
Julia Qiu Julia Qiu's Morgan Stanley Experience June 2012 - July 2014
Job Associate at New Enterprise Associates (NEA)
Industry Venture Capital & Private Equity
Experience
New Enterprise Associates (NEA) September 2014 - Present
Morgan Stanley June 2012 - July 2014
Wells Fargo June 2011 - August 2011
Federal Reserve Bank of St. Louis June 2010 - August 2010
The New York Times June 2007 - August 2007
Shanghai Daily Newspaper June 2006 - July 2007
Skills
Equities, Corporate Finance, Private Equity, Capital Markets, Valuation, Investment Banking, Due Diligence, Mergers, Venture Capital, Investments, Financial Modeling, Financial Analysis, Emerging Markets, Bloomberg, Entrepreneurship
Education
University of Pennsylvania - The Wharton School 2008 — 2011
Finance, Chinese Studies, Comparative Literature
New Enterprise Associates (NEA) September 2014 - Present
Morgan Stanley June 2012 - July 2014
Wells Fargo June 2011 - August 2011
Federal Reserve Bank of St. Louis June 2010 - August 2010
The New York Times June 2007 - August 2007
Shanghai Daily Newspaper June 2006 - July 2007
Skills
Equities, Corporate Finance, Private Equity, Capital Markets, Valuation, Investment Banking, Due Diligence, Mergers, Venture Capital, Investments, Financial Modeling, Financial Analysis, Emerging Markets, Bloomberg, Entrepreneurship
Education
University of Pennsylvania - The Wharton School 2008 — 2011
Finance, Chinese Studies, Comparative Literature
David Herrmann's Morgan Stanley Experience January 2010 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2010 - Present
DJH Holdings 2013 - Present
Kahoots! March 2012 - July 2014
Knight Capital Group November 2008 - January 2010
Lehman Brothers September 2003 - September 2008
Education
University of Pennsylvania - The Wharton School 1999 — 2003
Bachelor of Science, Economics
Lincoln Park High School 1995 — 1999
Morgan Stanley January 2010 - Present
DJH Holdings 2013 - Present
Kahoots! March 2012 - July 2014
Knight Capital Group November 2008 - January 2010
Lehman Brothers September 2003 - September 2008
Education
University of Pennsylvania - The Wharton School 1999 — 2003
Bachelor of Science, Economics
Lincoln Park High School 1995 — 1999
Aniket (Nick) Shah Aniket (Nick) Shah's Morgan Stanley Experience September 2007 - November 2008
Job CoFounder & Chief Product Officer at Ampush
Industry Marketing and Advertising
Experience
Ampush October 2009 - Present
Morgan Stanley September 2007 - November 2008
Morgan Stanley June 2006 - September 2007
Credit Suisse June 2005 - August 2005
ISTN May 2004 - August 2004
Sigma Investment Counselors 2001 - 2003
Skills
Mobile Marketing, Online Advertising, PPC, Lead Generation, Entrepreneurship, Start-ups, Facebook API, Financial Modeling, Analytics
Education
University of Pennsylvania - The Wharton School 2002 — 2006
BSE, Finance, Operations and Information Management
Ampush October 2009 - Present
Morgan Stanley September 2007 - November 2008
Morgan Stanley June 2006 - September 2007
Credit Suisse June 2005 - August 2005
ISTN May 2004 - August 2004
Sigma Investment Counselors 2001 - 2003
Skills
Mobile Marketing, Online Advertising, PPC, Lead Generation, Entrepreneurship, Start-ups, Facebook API, Financial Modeling, Analytics
Education
University of Pennsylvania - The Wharton School 2002 — 2006
BSE, Finance, Operations and Information Management
Lauren D'Amore Lauren D'Amore's Morgan Stanley Experience June 2015 - August 2015
Job Summer Analyst at Morgan Stanley
Industry
Experience
The Wharton School August 2013 - Present
Morgan Stanley June 2015 - August 2015
UTC RETAIL June 2014 - August 2014
Education
University of Pennsylvania - The Wharton School 2013 — 2017
Canandaigua Academy 2009 — 2013
The Wharton School August 2013 - Present
Morgan Stanley June 2015 - August 2015
UTC RETAIL June 2014 - August 2014
Education
University of Pennsylvania - The Wharton School 2013 — 2017
Canandaigua Academy 2009 — 2013
Richie Day Richie Day's Morgan Stanley Experience June 2011 - August 2011
Job
Industry Financial Services
Experience
Signal Hill Capital July 2012 - November 2014
Morgan Stanley June 2011 - August 2011
The White House June 2010 - August 2010
U.S. House of Representatives January 2007 - June 2007
Skills
Financial Modeling, Private Equity, Investment Banking, Corporate Finance, Valuation, Capital IQ, M&A experience, Bloomberg, Finance, Economics, Business Development
Education
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor of Science in Economics, Concentrations: Finance & Management
Signal Hill Capital July 2012 - November 2014
Morgan Stanley June 2011 - August 2011
The White House June 2010 - August 2010
U.S. House of Representatives January 2007 - June 2007
Skills
Financial Modeling, Private Equity, Investment Banking, Corporate Finance, Valuation, Capital IQ, M&A experience, Bloomberg, Finance, Economics, Business Development
Education
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor of Science in Economics, Concentrations: Finance & Management
Sarah Jiang Sarah Jiang's Morgan Stanley Experience June 2007 - August 2007
Job Portfolio Manager at AQR Capital Management
Industry Financial Services
Experience
AQR Capital Management August 2008 - Present
Morgan Stanley June 2007 - August 2007
BlackRock June 2006 - August 2006
Skills
Hedge Funds, Portfolio Management, Bloomberg, Investment Banking, Financial Modeling
Education
University of Pennsylvania 2004 — 2008
BS,BSE, Finance, Computer Science
AQR Capital Management August 2008 - Present
Morgan Stanley June 2007 - August 2007
BlackRock June 2006 - August 2006
Skills
Hedge Funds, Portfolio Management, Bloomberg, Investment Banking, Financial Modeling
Education
University of Pennsylvania 2004 — 2008
BS,BSE, Finance, Computer Science
Swartley, Suzanne Swartley, Suzanne's Morgan Stanley Experience September 2005 - September 2010
Job Sr. Director, Business Operations at Comcast Business Services
Industry Financial Services
Experience
Comcast Business Services March 2015 - Present
Comcast Business Services February 2014 - Present
Comcast Cable - Comms and Data Business Unit September 2012 - February 2014
Comcast Cable September 2010 - September 2012
Morgan Stanley September 2005 - September 2010
Education
University of Pennsylvania 2000 — 2004
Bachelor of Arts (B.A.), Economics and Art History
Comcast Business Services March 2015 - Present
Comcast Business Services February 2014 - Present
Comcast Cable - Comms and Data Business Unit September 2012 - February 2014
Comcast Cable September 2010 - September 2012
Morgan Stanley September 2005 - September 2010
Education
University of Pennsylvania 2000 — 2004
Bachelor of Arts (B.A.), Economics and Art History
Shi Cheng Shi Cheng's Morgan Stanley Experience June 2015 - August 2015
Job Summer Analyst at Morgan Stanley
Industry Mechanical or Industrial Engineering
Experience
Morgan Stanley June 2015 - August 2015
Elle Investments Inc May 2014 - August 2014
Skills
Java, MySQL, VBA, Python, Matlab, C Language, SQL, Macro, HTML, CSS, Eclipse, Aptana, Android Development, Ruby, Ruby on Rails, Bloomberg Terminal, Visual Studio, NetBeans, Oracle SQL Developer, Microsoft Excel, Git, Github, Scala, Web Applications, C++
Education
University of Pennsylvania 2014 — 2015
Master's Degree, Computer & Information Technology, 3.56/4.0
University of Pennsylvania 2013 — 2015
Master of Science in Engineering, Mechanical Engineering, 3.56/4.0
University of Science and Technology of China 2009 — 2013
Bachelor of Science (BS), Theoretical & Applied Mechanics, 3.60/4.3
Morgan Stanley June 2015 - August 2015
Elle Investments Inc May 2014 - August 2014
Skills
Java, MySQL, VBA, Python, Matlab, C Language, SQL, Macro, HTML, CSS, Eclipse, Aptana, Android Development, Ruby, Ruby on Rails, Bloomberg Terminal, Visual Studio, NetBeans, Oracle SQL Developer, Microsoft Excel, Git, Github, Scala, Web Applications, C++
Education
University of Pennsylvania 2014 — 2015
Master's Degree, Computer & Information Technology, 3.56/4.0
University of Pennsylvania 2013 — 2015
Master of Science in Engineering, Mechanical Engineering, 3.56/4.0
University of Science and Technology of China 2009 — 2013
Bachelor of Science (BS), Theoretical & Applied Mechanics, 3.60/4.3
Miebaka Anga Miebaka Anga's Morgan Stanley Experience July 2013 - July 2013
Job Strategy Intern at The Nigerian Stock Exchange (NSE)
Industry International Affairs
Experience
The Nigerian Stock Exchange (NSE) July 2015 - Present
University of Pennsylvania August 2014 - Present
Morgan Stanley July 2013 - July 2013
Udo Udoma & Belo-Osagie June 2013 - July 2013
University of Cambridge March 2013 - March 2013
Skills
Microsoft Word, International Relations, International Business, African Development, Management, Business Strategy, Entrepreneurship, Economic Development, International Political..., Business Analysis, Political Philosophy, French, Microsoft Office, Teamwork, Microsoft Excel, PowerPoint, Matlab, Research, Event Planning, Public Speaking, English, Social Media, Economics, Data Analysis, Customer Service
Education
University of Pennsylvania 2014 — 2018
Bachelor of Arts (B.A.)
UWC Atlantic College 2012 — 2014
International Baccalaureate
Loyola Jesuit College 2006 — 2012
West African Senior School Certificate
The Nigerian Stock Exchange (NSE) July 2015 - Present
University of Pennsylvania August 2014 - Present
Morgan Stanley July 2013 - July 2013
Udo Udoma & Belo-Osagie June 2013 - July 2013
University of Cambridge March 2013 - March 2013
Skills
Microsoft Word, International Relations, International Business, African Development, Management, Business Strategy, Entrepreneurship, Economic Development, International Political..., Business Analysis, Political Philosophy, French, Microsoft Office, Teamwork, Microsoft Excel, PowerPoint, Matlab, Research, Event Planning, Public Speaking, English, Social Media, Economics, Data Analysis, Customer Service
Education
University of Pennsylvania 2014 — 2018
Bachelor of Arts (B.A.)
UWC Atlantic College 2012 — 2014
International Baccalaureate
Loyola Jesuit College 2006 — 2012
West African Senior School Certificate
Matt Doka Matt Doka's Morgan Stanley Experience June 2007 - August 2007
Job CTO | CoFounder at FiveStars
Industry Internet
Experience
FiveStars December 2010 - Present
TechnoServe June 2010 - October 2010
McKinsey & Company September 2008 - October 2010
Morgan Stanley June 2007 - August 2007
AVM, L.P./III Associates May 2006 - August 2006
Skills
Entrepreneurship, Strategy, Financial Modeling, Management Consulting, Analytics, Start-ups, Business Strategy, Competitive Analysis, Marketing Strategy, Product Management, Business Development, Corporate Development, Strategic Partnerships, Cross-functional Team..., Mobile Applications, Go-to-market Strategy, Mobile Devices, SaaS, E-commerce, Market Research, Data Analysis, Online Marketing, Consulting, Venture Capital, Management, Strategic Planning, Valuation
Education
University of Pennsylvania 2004 — 2008
B.S.E & B.S.Eng, Finance, Materials Science Engineering
University of Pennsylvania - The Wharton School 2004 — 2008
Bachelor of Science (B.S.), Economics
FiveStars December 2010 - Present
TechnoServe June 2010 - October 2010
McKinsey & Company September 2008 - October 2010
Morgan Stanley June 2007 - August 2007
AVM, L.P./III Associates May 2006 - August 2006
Skills
Entrepreneurship, Strategy, Financial Modeling, Management Consulting, Analytics, Start-ups, Business Strategy, Competitive Analysis, Marketing Strategy, Product Management, Business Development, Corporate Development, Strategic Partnerships, Cross-functional Team..., Mobile Applications, Go-to-market Strategy, Mobile Devices, SaaS, E-commerce, Market Research, Data Analysis, Online Marketing, Consulting, Venture Capital, Management, Strategic Planning, Valuation
Education
University of Pennsylvania 2004 — 2008
B.S.E & B.S.Eng, Finance, Materials Science Engineering
University of Pennsylvania - The Wharton School 2004 — 2008
Bachelor of Science (B.S.), Economics
Todd Arfman's Morgan Stanley Experience June 2013 - July 2015
Job Private Equity Associate at Silver Lake Partners
Industry Financial Services
Experience
Silver Lake July 2015 - Present
Morgan Stanley June 2013 - July 2015
JHP September 2010 - May 2013
Morgan Stanley June 2012 - August 2012
Ernst & Young May 2011 - August 2011
Starbucks February 2007 - August 2009
Skills
Microsoft Excel, Investment Banking, Corporate Finance, Economics, Financial Modeling, Data Analysis, PowerPoint, Valuation, Bloomberg, Financial Analysis
Education
University of Pennsylvania 2009 — 2013
Bachelor of Applied Science (B.A.Sc.), Financial Analysis & Managerial Science
Syosset High School 2005 — 2009
Silver Lake July 2015 - Present
Morgan Stanley June 2013 - July 2015
JHP September 2010 - May 2013
Morgan Stanley June 2012 - August 2012
Ernst & Young May 2011 - August 2011
Starbucks February 2007 - August 2009
Skills
Microsoft Excel, Investment Banking, Corporate Finance, Economics, Financial Modeling, Data Analysis, PowerPoint, Valuation, Bloomberg, Financial Analysis
Education
University of Pennsylvania 2009 — 2013
Bachelor of Applied Science (B.A.Sc.), Financial Analysis & Managerial Science
Syosset High School 2005 — 2009
Thom Phan's Morgan Stanley Experience August 2005 - August 2008
Job Vice President Finance
Industry Computer Software
Experience
Appirio November 2013 - Present
Nexant February 2009 - November 2013
Morgan Stanley August 2005 - August 2008
Directions For Our Youth Inc. 2007 - 2008
Cypress Semiconductor February 2002 - July 2003
Nu Horizons Electronics February 2001 - February 2002
USAF February 1996 - February 2001
Skills
Start-ups, Strategic Planning, Business Strategy, Corporate Finance, Corporate Development, Mergers & Acquisitions, Private Placements, Cross-functional Team..., Management, Enterprise Software, Investment Banking, Private Equity, Venture Capital
Education
University of Pennsylvania - The Wharton School 2003 — 2005
MBA, Finance and Accounting
University of Virginia 1991 — 1995
BSEE, Electrical Engineering
Appirio November 2013 - Present
Nexant February 2009 - November 2013
Morgan Stanley August 2005 - August 2008
Directions For Our Youth Inc. 2007 - 2008
Cypress Semiconductor February 2002 - July 2003
Nu Horizons Electronics February 2001 - February 2002
USAF February 1996 - February 2001
Skills
Start-ups, Strategic Planning, Business Strategy, Corporate Finance, Corporate Development, Mergers & Acquisitions, Private Placements, Cross-functional Team..., Management, Enterprise Software, Investment Banking, Private Equity, Venture Capital
Education
University of Pennsylvania - The Wharton School 2003 — 2005
MBA, Finance and Accounting
University of Virginia 1991 — 1995
BSEE, Electrical Engineering
Farrah Holder Farrah Holder's Morgan Stanley Experience 1998 - 2001
Job President / Chief Marketing Strategist at ThinkNXT Marketing, Experienced Online Marketing Strategist
Industry Marketing and Advertising
Experience
ThinkNXT Marketing, LLC 2010 - Present
Primary Physicians Research 2009 - 2010
Western Alliance Bancorp/PartnersFirst 2008 - 2009
Rodale Inc 2006 - 2008
Time Inc 2004 - 2006
Morgan Stanley 1998 - 2001
Skills
Strategic Partnerships, Strategic Planning, Direct Marketing, Digital Marketing, Marketing Strategy, Email Marketing, Digital Media, Online Advertising, Integrated Marketing, Digital Strategy, Strategy, Mobile Marketing, Social Media Marketing, SEO, Marketing, Business Development, Entrepreneurship
Education
University of Pennsylvania - The Wharton School 2002 — 2004
MBA, Marketing / Entrepreneurial Mgmt
University of Virginia 1994 — 1998
B.S. Commerce, Finance / Marketing
North Penn High School 1990 — 1994
ThinkNXT Marketing, LLC 2010 - Present
Primary Physicians Research 2009 - 2010
Western Alliance Bancorp/PartnersFirst 2008 - 2009
Rodale Inc 2006 - 2008
Time Inc 2004 - 2006
Morgan Stanley 1998 - 2001
Skills
Strategic Partnerships, Strategic Planning, Direct Marketing, Digital Marketing, Marketing Strategy, Email Marketing, Digital Media, Online Advertising, Integrated Marketing, Digital Strategy, Strategy, Mobile Marketing, Social Media Marketing, SEO, Marketing, Business Development, Entrepreneurship
Education
University of Pennsylvania - The Wharton School 2002 — 2004
MBA, Marketing / Entrepreneurial Mgmt
University of Virginia 1994 — 1998
B.S. Commerce, Finance / Marketing
North Penn High School 1990 — 1994
Allison Goldberg Allison Goldberg's Morgan Stanley Experience 1998 - 2000
Job Managing Director & Vice President at Time Warner Investments
Industry Venture Capital & Private Equity
Experience
Time Warner Inc. 2001 - Present
Groupe Arnault 2000 - 2001
Morgan Stanley 1998 - 2000
Skills
Venture Capital, Strategic Partnerships, Entrepreneurship, Mergers, Start-ups, Digital Media, Corporate Development
Education
University of Pennsylvania - The Wharton School 1994 — 1998
BS Economics, Finance & OPIM
abington
abington
abington sr. high school
Time Warner Inc. 2001 - Present
Groupe Arnault 2000 - 2001
Morgan Stanley 1998 - 2000
Skills
Venture Capital, Strategic Partnerships, Entrepreneurship, Mergers, Start-ups, Digital Media, Corporate Development
Education
University of Pennsylvania - The Wharton School 1994 — 1998
BS Economics, Finance & OPIM
abington
abington
abington sr. high school
Rekha Sampath's Morgan Stanley Experience August 2002 - January 2005
Job Vice President, Strategy and Corporate Development at Broadridge
Industry Financial Services
Experience
Broadridge March 2015 - Present
Sun Life Financial June 2013 - March 2015
Sun Life Financial June 2012 - June 2013
Sun Life Financial July 2011 - June 2012
Sun Life Financial May 2009 - July 2011
State Street July 2008 - March 2009
Deloitte & Touche February 2005 - June 2008
Morgan Stanley August 2002 - January 2005
Goldman Sachs May 2001 - August 2001
Goldman Sachs July 1997 - July 2000
Skills
Financial Analysis, Forecasting, Competitive Analysis, Business Strategy, Cross-functional Team..., Valuation, Financial Modeling, Strategy, Corporate Finance, Investments, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 2000 — 2002
MBA, Finance
University of Toronto 1991 — 1995
BASc, Computer Engineering
Broadridge March 2015 - Present
Sun Life Financial June 2013 - March 2015
Sun Life Financial June 2012 - June 2013
Sun Life Financial July 2011 - June 2012
Sun Life Financial May 2009 - July 2011
State Street July 2008 - March 2009
Deloitte & Touche February 2005 - June 2008
Morgan Stanley August 2002 - January 2005
Goldman Sachs May 2001 - August 2001
Goldman Sachs July 1997 - July 2000
Skills
Financial Analysis, Forecasting, Competitive Analysis, Business Strategy, Cross-functional Team..., Valuation, Financial Modeling, Strategy, Corporate Finance, Investments, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 2000 — 2002
MBA, Finance
University of Toronto 1991 — 1995
BASc, Computer Engineering
Michael Trenk Michael Trenk's Morgan Stanley Experience November 1986 - January 1994
Job Chief Operating Officer at Alva Capital, LLC
Industry Financial Services
Experience
Alva Capital, LLC April 2010 - Present
Natixis Capital Markets May 2005 - February 2009
JPMorgan January 2000 - May 2005
RBS Greenwich Capital February 1994 - July 1999
Morgan Stanley November 1986 - January 1994
Metropolitan Life Insurance Company July 1982 - October 1986
Skills
Hedge Funds, Credit Derivatives, Asset Managment, Interest Rate..., Options, Financial Modeling, Risk Management, ALM, Pension Funds, Asset, Insurance, Programming, Derivatives, Asset Management, Structured Products, Trading, Equity Derivatives, Investments, Structured Finance, Financial Risk, Portfolio Management, Asset Allocation, Fixed Income, Investment Strategies, Securitization, Corporate Finance, Mutual Funds, Investment Management, Credit
Education
SYMMS ARPM
SYMMS ARPM
University of Pennsylvania - The Wharton School 1978 — 1982
BSE, Actuarial Science
University of Pennsylvania 1978 — 1982
BA, Mathematics
Society of Actuaries 1980 — 1985
Fellow (FSA), Life Insurance
Stuyvesant High School 1974 — 1978
Diploma
Alva Capital, LLC April 2010 - Present
Natixis Capital Markets May 2005 - February 2009
JPMorgan January 2000 - May 2005
RBS Greenwich Capital February 1994 - July 1999
Morgan Stanley November 1986 - January 1994
Metropolitan Life Insurance Company July 1982 - October 1986
Skills
Hedge Funds, Credit Derivatives, Asset Managment, Interest Rate..., Options, Financial Modeling, Risk Management, ALM, Pension Funds, Asset, Insurance, Programming, Derivatives, Asset Management, Structured Products, Trading, Equity Derivatives, Investments, Structured Finance, Financial Risk, Portfolio Management, Asset Allocation, Fixed Income, Investment Strategies, Securitization, Corporate Finance, Mutual Funds, Investment Management, Credit
Education
SYMMS ARPM
SYMMS ARPM
University of Pennsylvania - The Wharton School 1978 — 1982
BSE, Actuarial Science
University of Pennsylvania 1978 — 1982
BA, Mathematics
Society of Actuaries 1980 — 1985
Fellow (FSA), Life Insurance
Stuyvesant High School 1974 — 1978
Diploma
Neil Danzger Neil Danzger's Morgan Stanley Experience 1992 - 1997
Job CoFounder & CFO/COO at Rebar Systems, LLC
Industry Information Technology and Services
Experience
Rebar Systems, LLC 2010 - Present
Miami International Holdings, Inc. 2008 - 2010
Front Row Electronics, LLC 2007 - 2008
RiverEdge Capital Partners LLC 2005 - 2007
US Trust 1998 - 2004
Morgan Stanley 1992 - 1997
Skills
Risk Management, Finance, Start-ups, Valuation, Financial Modeling, Hedge Funds, Investment Management, Competitive Analysis, Trading Systems, Entrepreneurship, Financial Analysis, Budgets, Financial Reporting, Capital Markets, Insurance, Contract Negotiation, Real Estate, E-commerce, IT Financial Management, Technical Recruiting, Human Relations, Employee Benefits, IPO, Budgeting, Legal Issues, Compliance, Operations, Administration, Purchasing, Systems Analysis, Business Development, Venture Capital, Enterprise Software, Private Equity, Mergers & Acquisitions, Board of Directors, Governance, Equities, Investments, Portfolio Management, Asset Management
Education
University of Pennsylvania - The Wharton School
B.S. Economics, Accounting
University of Pennsylvania - School of Engineering
B. Applied Science, Computer Science
New York University - Leonard N. Stern School of Business
MBA, Finance
Rebar Systems, LLC 2010 - Present
Miami International Holdings, Inc. 2008 - 2010
Front Row Electronics, LLC 2007 - 2008
RiverEdge Capital Partners LLC 2005 - 2007
US Trust 1998 - 2004
Morgan Stanley 1992 - 1997
Skills
Risk Management, Finance, Start-ups, Valuation, Financial Modeling, Hedge Funds, Investment Management, Competitive Analysis, Trading Systems, Entrepreneurship, Financial Analysis, Budgets, Financial Reporting, Capital Markets, Insurance, Contract Negotiation, Real Estate, E-commerce, IT Financial Management, Technical Recruiting, Human Relations, Employee Benefits, IPO, Budgeting, Legal Issues, Compliance, Operations, Administration, Purchasing, Systems Analysis, Business Development, Venture Capital, Enterprise Software, Private Equity, Mergers & Acquisitions, Board of Directors, Governance, Equities, Investments, Portfolio Management, Asset Management
Education
University of Pennsylvania - The Wharton School
B.S. Economics, Accounting
University of Pennsylvania - School of Engineering
B. Applied Science, Computer Science
New York University - Leonard N. Stern School of Business
MBA, Finance
Andrew Craig Andrew Craig's Morgan Stanley Experience February 2012 - May 2014
Job MBA Candidate at The Wharton School
Industry Investment Banking
Experience
Morgan Stanley February 2012 - May 2014
Morgan Stanley December 2010 - February 2011
Adviser Edge / SQM Research March 2010 - November 2010
PwC January 2009 - February 2009
Skills
Financial Modeling, Valuation, Financial Analysis, DCF, Investment Banking, Corporate Finance, Capital Markets, Capital IQ, Financial Statement..., Financial Accounting, Mergers & Acquisitions, Data Analysis, Analysis
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Masters of Business Administration, Management
University of New South Wales 2007 — 2011
Bachelor of Commerce (Distinction)/Bachelor of Laws (Honours), Accounting
Morgan Stanley February 2012 - May 2014
Morgan Stanley December 2010 - February 2011
Adviser Edge / SQM Research March 2010 - November 2010
PwC January 2009 - February 2009
Skills
Financial Modeling, Valuation, Financial Analysis, DCF, Investment Banking, Corporate Finance, Capital Markets, Capital IQ, Financial Statement..., Financial Accounting, Mergers & Acquisitions, Data Analysis, Analysis
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Masters of Business Administration, Management
University of New South Wales 2007 — 2011
Bachelor of Commerce (Distinction)/Bachelor of Laws (Honours), Accounting
Manuel Sainz de la Pena's Morgan Stanley Experience June 2015 - Present
Job Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
ING Financial Partners June 2014 - June 2015
Abramson Cancer Center at the University of Pennsylvania January 2013 - January 2014
Perelman School of Medicine at the University of Pennsylvania May 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Research, Public Speaking, Editing, Data Analysis, Financial Analysis, Marketing, Teamwork, Strategic Planning, SPSS, Spanish
Education
University of Pennsylvania 2011 — 2015
Bachelor of Arts (B.A.), Biology, General
Berkeley Preparatory School 2007 — 2011
High School Diploma
Morgan Stanley June 2015 - Present
ING Financial Partners June 2014 - June 2015
Abramson Cancer Center at the University of Pennsylvania January 2013 - January 2014
Perelman School of Medicine at the University of Pennsylvania May 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Research, Public Speaking, Editing, Data Analysis, Financial Analysis, Marketing, Teamwork, Strategic Planning, SPSS, Spanish
Education
University of Pennsylvania 2011 — 2015
Bachelor of Arts (B.A.), Biology, General
Berkeley Preparatory School 2007 — 2011
High School Diploma
Christina Zhang's Morgan Stanley Experience June 2012 - October 2014
Job Associate, Passed CFA Level III Exam
Industry Financial Services
Experience
Morgan Stanley June 2012 - October 2014
University of Pennsylvania September 2011 - May 2012
University of Pennsylvania September 2010 - December 2011
Morgan Stanley June 2011 - August 2011
Ivy Insiders April 2010 - August 2010
Progenics Pharmaceuticals June 2009 - August 2009
Skills
Financial Modeling, Research, Leadership, Mandarin, Economics, Statistics, Writing, Microsoft Excel, Java, VBA, Microsoft Office, Fundraising, Management, Data Analysis, Program Management, Strategy, Negotiation, Finance, PowerPoint, Social Media, Adobe Creative Suite, HTML, Shanghainese, Database Administration, Software Documentation, Consulting, Event Promoting, Social and Networking..., SQL, R, Interpersonal Skills, Adaptability, Problem Solving, Critical Thinking, Creativity, Equity Research, Real Estate Private..., French
Education
University of Pennsylvania - The Wharton School 2009 — 2012
B.S. in Economics
Horace Greeley High School 2006 — 2009
High School Diploma
Harvard College 2008 — 2008
Thomas Sprigg Wootton High School 2005 — 2006
Morgan Stanley June 2012 - October 2014
University of Pennsylvania September 2011 - May 2012
University of Pennsylvania September 2010 - December 2011
Morgan Stanley June 2011 - August 2011
Ivy Insiders April 2010 - August 2010
Progenics Pharmaceuticals June 2009 - August 2009
Skills
Financial Modeling, Research, Leadership, Mandarin, Economics, Statistics, Writing, Microsoft Excel, Java, VBA, Microsoft Office, Fundraising, Management, Data Analysis, Program Management, Strategy, Negotiation, Finance, PowerPoint, Social Media, Adobe Creative Suite, HTML, Shanghainese, Database Administration, Software Documentation, Consulting, Event Promoting, Social and Networking..., SQL, R, Interpersonal Skills, Adaptability, Problem Solving, Critical Thinking, Creativity, Equity Research, Real Estate Private..., French
Education
University of Pennsylvania - The Wharton School 2009 — 2012
B.S. in Economics
Horace Greeley High School 2006 — 2009
High School Diploma
Harvard College 2008 — 2008
Thomas Sprigg Wootton High School 2005 — 2006
Kami Abir Kami Abir's Morgan Stanley Experience May 2001 - October 2013
Job Senior ServiceNow Solutions Architect & Developer at Nuvolo Technologies
Industry Information Technology and Services
Experience
Nuvolo Technologies October 2014 - Present
TheSages.com, Inc. September 2000 - February 2015
Diageo February 2014 - January 2015
Eli Lilly and Company September 2009 - September 2014
American Express November 2013 - January 2014
Morgan Stanley May 2001 - October 2013
Caterpillar Inc. August 2005 - November 2008
Hewlett-Packard April 2005 - September 2008
CN September 2000 - December 2000
GE March 1997 - September 2000
Skills
Software Development, Integration, Object Oriented Design, Web Services, Agile Methodologies, SaaS, Perl, Web Development, Enterprise Architecture, JavaScript, Web Applications, Software Project..., Cloud Computing, IT Service Management, Solution Architecture, SDLC, SQL, Database Design, Oracle, C#, .NET, Microsoft SQL Server, Unix, ServiceNow Application, XML, Visual Studio, Service-Now, Infrastructure, Shell Scripting, Enterprise Software, MySQL, AJAX, SOA, PHP, Mobile Applications, System Architecture, Linux, Trading Systems, Trade Finance, FX trading, Management, IT Strategy, Consulting, IT Management, Databases, Project Management, Process Improvement, Outsourcing, Disaster Recovery, Strategic Planning
Education
University of Pennsylvania - The Wharton School 1984 — 1988
BSE, Finance, Entrepreneurial Management, Computer Science
William Penn Charter 1982 — 1984
High School
Nuvolo Technologies October 2014 - Present
TheSages.com, Inc. September 2000 - February 2015
Diageo February 2014 - January 2015
Eli Lilly and Company September 2009 - September 2014
American Express November 2013 - January 2014
Morgan Stanley May 2001 - October 2013
Caterpillar Inc. August 2005 - November 2008
Hewlett-Packard April 2005 - September 2008
CN September 2000 - December 2000
GE March 1997 - September 2000
Skills
Software Development, Integration, Object Oriented Design, Web Services, Agile Methodologies, SaaS, Perl, Web Development, Enterprise Architecture, JavaScript, Web Applications, Software Project..., Cloud Computing, IT Service Management, Solution Architecture, SDLC, SQL, Database Design, Oracle, C#, .NET, Microsoft SQL Server, Unix, ServiceNow Application, XML, Visual Studio, Service-Now, Infrastructure, Shell Scripting, Enterprise Software, MySQL, AJAX, SOA, PHP, Mobile Applications, System Architecture, Linux, Trading Systems, Trade Finance, FX trading, Management, IT Strategy, Consulting, IT Management, Databases, Project Management, Process Improvement, Outsourcing, Disaster Recovery, Strategic Planning
Education
University of Pennsylvania - The Wharton School 1984 — 1988
BSE, Finance, Entrepreneurial Management, Computer Science
William Penn Charter 1982 — 1984
High School
Kathy Hwang Kathy Hwang's Morgan Stanley Experience 2003 - 2007
Job Director, iShares Global Markets & Investments Group at BlackRock
Industry Financial Services
Experience
BlackRock September 2013 - Present
The Vanguard Group 2007 - July 2011
Morgan Stanley 2003 - 2007
Zurich Financial Services 2001 - 2003
Priceline WebHouse Club, subsidiary of priceline.com 1999 - 2000
Sony Music Entertainment 1994 - 1997
Skills
Series 7, Product Management, Cross-functional Team..., Investments, Finance, Asset Management, Portfolio Management, Financial Services, Equities, ETFs, Financial Modeling, Leadership, Mutual Funds, Strategic Planning, Sales Strategy, Data-driven Decision..., Indexing
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA
The Honors College, SUNY at Stony Brook 1990 — 1993
BA, Economics
BlackRock September 2013 - Present
The Vanguard Group 2007 - July 2011
Morgan Stanley 2003 - 2007
Zurich Financial Services 2001 - 2003
Priceline WebHouse Club, subsidiary of priceline.com 1999 - 2000
Sony Music Entertainment 1994 - 1997
Skills
Series 7, Product Management, Cross-functional Team..., Investments, Finance, Asset Management, Portfolio Management, Financial Services, Equities, ETFs, Financial Modeling, Leadership, Mutual Funds, Strategic Planning, Sales Strategy, Data-driven Decision..., Indexing
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA
The Honors College, SUNY at Stony Brook 1990 — 1993
BA, Economics
Deserrie Forte Deserrie Forte's Morgan Stanley Experience June 2008 - August 2008
Job Digital Marketing & Strategic Planning Professional at American Express
Industry Financial Services
Experience
American Express March 2013 - Present
American Express July 2012 - March 2013
American Express November 2009 - July 2012
Soleil Entertainment 2009 - 2012
Morgan Stanley June 2008 - August 2008
Citigroup January 2005 - July 2007
Skills
Global Marketing, Marketing Strategy, Digital Marketing, Business Strategy, Strategic Planning, Business Development, P&L Financial Management, Pricing Strategy, Investment Banking, Financial Analysis, Financial Modeling, Mergers & Acquisitions, Corporate Finance, Corporate Development, Risk Management, Private Equity, Valuation, Due Diligence, Credit Risk, Investments, Mergers, Cross-functional Team..., Strategy, Management
Education
University of Pennsylvania - The Wharton School 2007 — 2009
Master of Business Administration (MBA), Strategic Management & Finance
American Express March 2013 - Present
American Express July 2012 - March 2013
American Express November 2009 - July 2012
Soleil Entertainment 2009 - 2012
Morgan Stanley June 2008 - August 2008
Citigroup January 2005 - July 2007
Skills
Global Marketing, Marketing Strategy, Digital Marketing, Business Strategy, Strategic Planning, Business Development, P&L Financial Management, Pricing Strategy, Investment Banking, Financial Analysis, Financial Modeling, Mergers & Acquisitions, Corporate Finance, Corporate Development, Risk Management, Private Equity, Valuation, Due Diligence, Credit Risk, Investments, Mergers, Cross-functional Team..., Strategy, Management
Education
University of Pennsylvania - The Wharton School 2007 — 2009
Master of Business Administration (MBA), Strategic Management & Finance
Brendon Lichtig Brendon Lichtig's Morgan Stanley Experience July 2015 - Present
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2015 - Present
Student Federal Credit Union at the University of Pennsylvania January 2012 - February 2015
Morgan Stanley June 2014 - August 2014
Barclays June 2013 - August 2013
LeadPlace May 2012 - June 2012
Education
University of Pennsylvania - The Wharton School 2011 — 2015
Bachelor of Science in Economics, Summa Cum Laude
Bridgewater Raritan High School 2007 — 2011
High School Diploma, Top 10% of class
Morgan Stanley July 2015 - Present
Student Federal Credit Union at the University of Pennsylvania January 2012 - February 2015
Morgan Stanley June 2014 - August 2014
Barclays June 2013 - August 2013
LeadPlace May 2012 - June 2012
Education
University of Pennsylvania - The Wharton School 2011 — 2015
Bachelor of Science in Economics, Summa Cum Laude
Bridgewater Raritan High School 2007 — 2011
High School Diploma, Top 10% of class
Nicholas Rhodes Nicholas Rhodes's Morgan Stanley Experience June 2012 - Present
Job Analyst at Morgan Stanley
Industry Entertainment
Experience
Morgan Stanley June 2012 - Present
Morgan Stanley June 2011 - August 2011
MSouth Equity June 2009 - July 2009
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Social Media, Public Speaking, Facebook, Microeconomics, Corporate Finance, Financial Analysis, Bloomberg
Education
University of Pennsylvania 2008 — 2012
BA, Economics, Magna Cum Laude
Pace Academy 2002 — 2008
Morgan Stanley June 2012 - Present
Morgan Stanley June 2011 - August 2011
MSouth Equity June 2009 - July 2009
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Social Media, Public Speaking, Facebook, Microeconomics, Corporate Finance, Financial Analysis, Bloomberg
Education
University of Pennsylvania 2008 — 2012
BA, Economics, Magna Cum Laude
Pace Academy 2002 — 2008
Mili Pothiwala Mili Pothiwala's Morgan Stanley Experience June 2011 - Present
Job Equity Research Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2011 - Present
The Rohatyn Group May 2010 - August 2010
Morgan Stanley May 2008 - August 2008
Skills
Financial Modeling, Valuation, Equity Research
Education
University of Pennsylvania 2007 — 2011
Economics, Summa Cum Laude
Morgan Stanley June 2011 - Present
The Rohatyn Group May 2010 - August 2010
Morgan Stanley May 2008 - August 2008
Skills
Financial Modeling, Valuation, Equity Research
Education
University of Pennsylvania 2007 — 2011
Economics, Summa Cum Laude
Stephen Davidson Stephen Davidson's Morgan Stanley Experience January 2011 - June 2014
Job Vice President at The Carlyle Group
Industry Real Estate
Experience
The Carlyle Group August 2014 - Present
Morgan Stanley January 2011 - June 2014
Morgan Stanley August 2007 - January 2011
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA
University of Pennsylvania 2002 — 2006
Bachelor of Science, Economics
The Carlyle Group August 2014 - Present
Morgan Stanley January 2011 - June 2014
Morgan Stanley August 2007 - January 2011
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA
University of Pennsylvania 2002 — 2006
Bachelor of Science, Economics
Mark Degner Mark Degner's Morgan Stanley Experience September 2000 - January 2009
Job Senior Real Estate Executive
Industry Real Estate
Experience
Partners Group May 2012 - May 2015
Liquid Realty Partners May 2010 - April 2012
Morgan Stanley September 2000 - January 2009
Lend Lease September 2000 - November 2003
ProLogis 1994 - 2000
Security Capital/Prologis 1994 - 1999
The Hahn Company 1988 - 1994
Skills
Disposition, REIT, Asset Managment, Real Estate, Portfolio Management, Mergers, Retirement Homes, Industrial Buildings, Self Storage, Real Estate Private..., Acquisitions, Finance, Hedge Funds, Real Estate Economics, Real Estate Financing, Real Estate Development, Corporate Real Estate, Real Estate Transactions, Valuation, Due Diligence, Real Estate M&A, Cross border investing, Asset Management, Mergers & Acquisitions, Investment Properties, Commercial Real Estate, Private Equity, Investments, Financial Structuring
Education
University of Pennsylvania - The Wharton School 1986 — 1988
MBA, Real Estate
University of Southern California 1980 — 1984
BS, Finance
Partners Group May 2012 - May 2015
Liquid Realty Partners May 2010 - April 2012
Morgan Stanley September 2000 - January 2009
Lend Lease September 2000 - November 2003
ProLogis 1994 - 2000
Security Capital/Prologis 1994 - 1999
The Hahn Company 1988 - 1994
Skills
Disposition, REIT, Asset Managment, Real Estate, Portfolio Management, Mergers, Retirement Homes, Industrial Buildings, Self Storage, Real Estate Private..., Acquisitions, Finance, Hedge Funds, Real Estate Economics, Real Estate Financing, Real Estate Development, Corporate Real Estate, Real Estate Transactions, Valuation, Due Diligence, Real Estate M&A, Cross border investing, Asset Management, Mergers & Acquisitions, Investment Properties, Commercial Real Estate, Private Equity, Investments, Financial Structuring
Education
University of Pennsylvania - The Wharton School 1986 — 1988
MBA, Real Estate
University of Southern California 1980 — 1984
BS, Finance
Karen Frost's Morgan Stanley Experience 1990 - 1998
Job Director of Finance and Administration at Boston Lyric Opera
Industry Nonprofit Organization Management
Experience
Boston Lyric Opera 2014 - Present
Independent 2013 - May 2014
Next Street Financial 2010 - 2012
Wellington Management 2006 - 2009
Citizens Bank / Royal Bank of Scotland 2004 - 2006
Putnam Investments 1998 - 2001
Morgan Stanley 1990 - 1998
Skills
Treasury, Risk Management, Corporate Development, Valuation, Audit & Internal..., Managerial Finance, Financial Statements, Private Equity, Management, Asset Management, Corporate Finance, Due Diligence, Hedge Funds, Investments, Finance, Financial Analysis, Analysis, Portfolio Management, Equities, Financial Reporting, Strategic Financial..., Capital Markets, Financial Modeling
Education
University of Pennsylvania - The Wharton School
MBA
Boston Lyric Opera 2014 - Present
Independent 2013 - May 2014
Next Street Financial 2010 - 2012
Wellington Management 2006 - 2009
Citizens Bank / Royal Bank of Scotland 2004 - 2006
Putnam Investments 1998 - 2001
Morgan Stanley 1990 - 1998
Skills
Treasury, Risk Management, Corporate Development, Valuation, Audit & Internal..., Managerial Finance, Financial Statements, Private Equity, Management, Asset Management, Corporate Finance, Due Diligence, Hedge Funds, Investments, Finance, Financial Analysis, Analysis, Portfolio Management, Equities, Financial Reporting, Strategic Financial..., Capital Markets, Financial Modeling
Education
University of Pennsylvania - The Wharton School
MBA
Cathy Gao's Morgan Stanley Experience June 2009 - August 2009
Job Finance, Biz Ops & Strategy at Gusto
Industry Financial Services
Experience
Gusto (formerly ZenPayroll) July 2015 - Present
TA Associates July 2012 - July 2015
The Blackstone Group July 2010 - August 2012
Morgan Stanley June 2009 - August 2009
Trophy Point Capital December 2008 - May 2009
Morgan Stanley June 2008 - August 2008
Skills
Growth Capital, Strategy, Mergers & Acquisitions, Financial Analysis, M&A experience, Business Strategy, Mergers, Investment Banking, Entrepreneurship, Accounting, Business Services, LBO, Valuation, Financial Modeling, Private Equity, Corporate Development
Education
University of Pennsylvania - The Wharton School
Finance
Gusto (formerly ZenPayroll) July 2015 - Present
TA Associates July 2012 - July 2015
The Blackstone Group July 2010 - August 2012
Morgan Stanley June 2009 - August 2009
Trophy Point Capital December 2008 - May 2009
Morgan Stanley June 2008 - August 2008
Skills
Growth Capital, Strategy, Mergers & Acquisitions, Financial Analysis, M&A experience, Business Strategy, Mergers, Investment Banking, Entrepreneurship, Accounting, Business Services, LBO, Valuation, Financial Modeling, Private Equity, Corporate Development
Education
University of Pennsylvania - The Wharton School
Finance
Allegra Margolis's Morgan Stanley Experience June 2012 - August 2012
Job Experienced Associate at Strategy&, part of the PwC network (formerly Booz & Company)
Industry Management Consulting
Experience
Strategy&, part of the PwC network (formerly Booz & Company) June 2015 - Present
PwC August 2014 - August 2015
The Wharton School September 2011 - May 2014
General Mills May 2013 - June 2013
Morgan Stanley June 2012 - August 2012
Welltok, Inc. June 2011 - August 2011
Skills
Adobe Creative Suite, PowerPoint, iMovie, Photoshop, Microsoft Excel, Final Cut Pro, Nielsen, Community Outreach, Start-ups, Social Media, Microsoft Office
Education
University of Pennsylvania - The Wharton School 2010 — 2014
Bachelor's Degree, BS in Economics with double concentration in Management & Marketing
Corona del Mar High School 2006 — 2010
High School
Strategy&, part of the PwC network (formerly Booz & Company) June 2015 - Present
PwC August 2014 - August 2015
The Wharton School September 2011 - May 2014
General Mills May 2013 - June 2013
Morgan Stanley June 2012 - August 2012
Welltok, Inc. June 2011 - August 2011
Skills
Adobe Creative Suite, PowerPoint, iMovie, Photoshop, Microsoft Excel, Final Cut Pro, Nielsen, Community Outreach, Start-ups, Social Media, Microsoft Office
Education
University of Pennsylvania - The Wharton School 2010 — 2014
Bachelor's Degree, BS in Economics with double concentration in Management & Marketing
Corona del Mar High School 2006 — 2010
High School
Jennifer Jia Jennifer Jia's Morgan Stanley Experience September 2007 - August 2009
Job Global Corporate Development at PayPal
Industry Financial Services
Experience
PayPal June 2015 - Present
American Express August 2012 - May 2015
Givology January 2008 - May 2010
Morgan Stanley September 2007 - August 2009
Hong Kong and Shanghai Banking Corporation June 2006 - September 2007
Skills
Investment Banking, Investments, Financial Modeling, Valuation, Emerging Markets, Competitive Analysis, Marketing
Education
University of Pennsylvania - The Lauder Institute 2010 — 2012
MBA/MA, Wharton-Lauder Program, Concentration in Marketing; Masters in International Studies
Inter-University Program, UC Berkeley 2009 — 2010
Intensive Academic and Professional Mandarin Training
University of Pennsylvania - The Wharton School 2002 — 2006
B.S. in Economics, Finance and Management
The Loomis Chaffee School 1998 — 2002
PayPal June 2015 - Present
American Express August 2012 - May 2015
Givology January 2008 - May 2010
Morgan Stanley September 2007 - August 2009
Hong Kong and Shanghai Banking Corporation June 2006 - September 2007
Skills
Investment Banking, Investments, Financial Modeling, Valuation, Emerging Markets, Competitive Analysis, Marketing
Education
University of Pennsylvania - The Lauder Institute 2010 — 2012
MBA/MA, Wharton-Lauder Program, Concentration in Marketing; Masters in International Studies
Inter-University Program, UC Berkeley 2009 — 2010
Intensive Academic and Professional Mandarin Training
University of Pennsylvania - The Wharton School 2002 — 2006
B.S. in Economics, Finance and Management
The Loomis Chaffee School 1998 — 2002
Kevin N. Hedges Investments & Insurance Advisor Kevin N. Hedges Investments & Insurance Advisor's Morgan Stanley Experience January 2003 - January 2004
Job Managing Partner, Hedges Wealth Management, A Registered Investment Adviser & Agency Principal, Hedges Insurance Agency
Industry Financial Services
Experience
My Health Insurance USA - Advice on Obamacare & Health Insurance Policies September 2014 - Present
Hedges Capital LP August 2014 - Present
Economics, Tax & Financial Planning March 2010 - Present
Hedges Wealth Management LLC September 2005 - Present
AXA Advisors LLC January 2004 - March 2010
Morgan Stanley January 2003 - January 2004
Citigroup December 2000 - May 2002
Merrill Lynch January 1999 - April 2000
Skills
Investment Research, Insurance Research, Financial Planning, Wealth Management, Retirement Planning, Securities, Wealth, Mutual Funds, Investments, Portfolio Management, Investment Advisory, Series 7, Asset Managment, Hedge Funds, Financial Services, Financial Advisory, Series 63, Fixed Annuities, Investment Banking, Financial Risk, Corporate Finance, Alternative Investments, Risk Management, Insurance, Strategic Financial..., Financial Planners, 401k, Retirement, Life Insurance, Finance, Equities, Asset Allocation, Estate Planning, Investment Strategies, Fixed Income, Asset Management, Investment Management, Pensions, Bonds, IRAs, Trading, Financial Analysis, Relationship Management, Long-term Care, Capital Markets, ETFs, Derivatives, High Net Worth..., Stocks, Trusts
Education
University of Pennsylvania - The Wharton School 2008 — 2008
Retirement Planning Specialist
University of Portsmouth 1995 — 1999
B.A. Honors
Droitwich High School
My Health Insurance USA - Advice on Obamacare & Health Insurance Policies September 2014 - Present
Hedges Capital LP August 2014 - Present
Economics, Tax & Financial Planning March 2010 - Present
Hedges Wealth Management LLC September 2005 - Present
AXA Advisors LLC January 2004 - March 2010
Morgan Stanley January 2003 - January 2004
Citigroup December 2000 - May 2002
Merrill Lynch January 1999 - April 2000
Skills
Investment Research, Insurance Research, Financial Planning, Wealth Management, Retirement Planning, Securities, Wealth, Mutual Funds, Investments, Portfolio Management, Investment Advisory, Series 7, Asset Managment, Hedge Funds, Financial Services, Financial Advisory, Series 63, Fixed Annuities, Investment Banking, Financial Risk, Corporate Finance, Alternative Investments, Risk Management, Insurance, Strategic Financial..., Financial Planners, 401k, Retirement, Life Insurance, Finance, Equities, Asset Allocation, Estate Planning, Investment Strategies, Fixed Income, Asset Management, Investment Management, Pensions, Bonds, IRAs, Trading, Financial Analysis, Relationship Management, Long-term Care, Capital Markets, ETFs, Derivatives, High Net Worth..., Stocks, Trusts
Education
University of Pennsylvania - The Wharton School 2008 — 2008
Retirement Planning Specialist
University of Portsmouth 1995 — 1999
B.A. Honors
Droitwich High School
Caroline Crothers's Morgan Stanley Experience 1991 - 1994
Job
Industry Computer Software
Experience
Salesforce.com November 2010 - Present
Oracle 2007 - 2010
Oracle 2005 - 2007
PeopleSoft 2001 - 2004
Moai 1999 - 2001
Arthur Andersen 1996 - 1999
Morgan Stanley 1991 - 1994
Skills
Product Management, SaaS, Product Marketing, Sales Enablement, Go-to-market Strategy, Software Development, Enterprise Software, CRM software, Customer Service, Product Strategy, Alliances, Financial Software, Agile, Management, CRM, Product Lifecycle..., Business Development
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA
Wellesley College
BA
Salesforce.com November 2010 - Present
Oracle 2007 - 2010
Oracle 2005 - 2007
PeopleSoft 2001 - 2004
Moai 1999 - 2001
Arthur Andersen 1996 - 1999
Morgan Stanley 1991 - 1994
Skills
Product Management, SaaS, Product Marketing, Sales Enablement, Go-to-market Strategy, Software Development, Enterprise Software, CRM software, Customer Service, Product Strategy, Alliances, Financial Software, Agile, Management, CRM, Product Lifecycle..., Business Development
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA
Wellesley College
BA
Vadim Manvelyan's Morgan Stanley Experience August 2008 - December 2010
Job Software Developer at Bloomberg R&D
Industry Information Technology and Services
Experience
Bloomberg LP April 2014 - Present
Advizr August 2013 - February 2014
Sophis January 2011 - August 2013
Morgan Stanley August 2008 - December 2010
Skills
SQL, Perl, Java, Unix, Sybase, XML, C#, Software Development, C++, .NET, Oracle, Shell Scripting, SOA, Software Engineering, Data Warehousing, Databases, DB2, Linux, Database Design, Subversion, Software Project...
Education
University of Pennsylvania 2002 — 2006
Bachelor's, Computer Science
Bloomberg LP April 2014 - Present
Advizr August 2013 - February 2014
Sophis January 2011 - August 2013
Morgan Stanley August 2008 - December 2010
Skills
SQL, Perl, Java, Unix, Sybase, XML, C#, Software Development, C++, .NET, Oracle, Shell Scripting, SOA, Software Engineering, Data Warehousing, Databases, DB2, Linux, Database Design, Subversion, Software Project...
Education
University of Pennsylvania 2002 — 2006
Bachelor's, Computer Science
Andres Garcia-Amaya, CFA's Morgan Stanley Experience June 2010 - August 2010
Job Executive Director, JP Morgan Investment Management
Industry Financial Services
Experience
JP Morgan Asset Management September 2014 - Present
JP Morgan Asset Management June 2011 - September 2014
Morgan Stanley June 2010 - August 2010
Spectra Investment Group May 2010 - May 2010
MORGAN STANLEY July 2006 - May 2009
Morgan Stanley June 2004 - July 2006
Skills
Equity Trading, Equity Research, International Economics, Sales, Investments, Equities, Asset Managment, Economics, Valuation, Financial Modeling, Financial Analysis, Competitive Analysis, Capital Markets, Analysis, Emerging Markets
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA
Villanova University 2000 — 2004
BA, Finance
JP Morgan Asset Management September 2014 - Present
JP Morgan Asset Management June 2011 - September 2014
Morgan Stanley June 2010 - August 2010
Spectra Investment Group May 2010 - May 2010
MORGAN STANLEY July 2006 - May 2009
Morgan Stanley June 2004 - July 2006
Skills
Equity Trading, Equity Research, International Economics, Sales, Investments, Equities, Asset Managment, Economics, Valuation, Financial Modeling, Financial Analysis, Competitive Analysis, Capital Markets, Analysis, Emerging Markets
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA
Villanova University 2000 — 2004
BA, Finance
Gary Bornstein Gary Bornstein's Morgan Stanley Experience October 2004 - January 2009
Job
Industry Financial Services
Experience
UBS Investment Bank May 2015 - Present
Bornstein Consulting August 2012 - Present
Citi August 2012 - May 2015
Credit Suisse May 2009 - August 2012
AIG February 2009 - May 2009
Morgan Stanley October 2004 - January 2009
Deloitte April 1998 - October 2004
Price Waterhouse September 1995 - April 1998
Education
Wharton School of the University of Pennsylvania 1991 — 1995
BSE
Clarkstown High School North 1987 — 1991
high school
UBS Investment Bank May 2015 - Present
Bornstein Consulting August 2012 - Present
Citi August 2012 - May 2015
Credit Suisse May 2009 - August 2012
AIG February 2009 - May 2009
Morgan Stanley October 2004 - January 2009
Deloitte April 1998 - October 2004
Price Waterhouse September 1995 - April 1998
Education
Wharton School of the University of Pennsylvania 1991 — 1995
BSE
Clarkstown High School North 1987 — 1991
high school
Aditi Srinivas Aditi Srinivas's Morgan Stanley Experience June 2014 - August 2014
Job Analyst at Hamilton Place Strategies
Industry Public Policy
Experience
Hamilton Place Strategies July 2015 - Present
Morgan Stanley June 2014 - August 2014
Spencer Barnor Capital LLC June 2013 - August 2013
The Wharton School January 2013 - May 2013
The Daily Pennsylvanian September 2011 - May 2013
Better Business Bureau June 2012 - August 2012
Gulf News January 2010 - May 2011
Education
University of Pennsylvania - The Wharton School 2011 — 2015
Bachelor of Science (BSc), Economics
Hamilton Place Strategies July 2015 - Present
Morgan Stanley June 2014 - August 2014
Spencer Barnor Capital LLC June 2013 - August 2013
The Wharton School January 2013 - May 2013
The Daily Pennsylvanian September 2011 - May 2013
Better Business Bureau June 2012 - August 2012
Gulf News January 2010 - May 2011
Education
University of Pennsylvania - The Wharton School 2011 — 2015
Bachelor of Science (BSc), Economics
Nathan Tien's Morgan Stanley Experience June 2013 - July 2013
Job Technology Investment Banking Analyst at Morgan Stanley
Industry Financial Services
Experience
GCA Savvian June 2014 - August 2014
Morgan Stanley June 2013 - July 2013
Apple February 2012 - December 2012
TicketSocket May 2010 - May 2012
Skills
Marketing, Marketing Strategy, Microsoft Excel, Sales, Public Speaking, Investment Banking, Nonprofits, Research, Data Analysis, Financial Modeling, Teamwork, Teaching, Start-ups, Microsoft Office, PowerPoint, Leadership, Market Research, Social Media, Fundraising, Non-profits, Entrepreneurship, Business Development, Taekwondo
Education
University of Pennsylvania 2011 — 2015
University of Pennsylvania - The Wharton School 2011 — 2015
Bachelor of Science, Finance and Accounting
University of Pennsylvania - School of Engineering and Applied Science 2011 — 2015
Bachelor of Science, Material Science Engineering
Pacific Ridge School 2007 — 2011
GCA Savvian June 2014 - August 2014
Morgan Stanley June 2013 - July 2013
Apple February 2012 - December 2012
TicketSocket May 2010 - May 2012
Skills
Marketing, Marketing Strategy, Microsoft Excel, Sales, Public Speaking, Investment Banking, Nonprofits, Research, Data Analysis, Financial Modeling, Teamwork, Teaching, Start-ups, Microsoft Office, PowerPoint, Leadership, Market Research, Social Media, Fundraising, Non-profits, Entrepreneurship, Business Development, Taekwondo
Education
University of Pennsylvania 2011 — 2015
University of Pennsylvania - The Wharton School 2011 — 2015
Bachelor of Science, Finance and Accounting
University of Pennsylvania - School of Engineering and Applied Science 2011 — 2015
Bachelor of Science, Material Science Engineering
Pacific Ridge School 2007 — 2011
Ada Zhong's Morgan Stanley Experience May 2012 - August 2012
Job Manager, Monitor Deloitte
Industry Management Consulting
Experience
Monitor Deloitte August 2015 - Present
Deloitte Consulting LLP August 2013 - July 2015
Morgan Stanley May 2012 - August 2012
Deloitte Consulting March 2007 - March 2011
Skills
Management Consulting, Strategic Consulting, Financial Analysis, Financial Modeling, Corporate Finance, Strategic Sourcing, Procurement, Supply Chain Management, Supply Chain..., Mergers, Operation Optimization, Teamwork, Cost Reduction..., Integration, Analysis, Business Analysis, Supplier Negotiation, Contract Negotiation, Acquisition Integration, Corporate Development, Due Diligence, Mergers & Acquisitions, Venture Capital
Education
Wharton School of Business 2011 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General
Monitor Deloitte August 2015 - Present
Deloitte Consulting LLP August 2013 - July 2015
Morgan Stanley May 2012 - August 2012
Deloitte Consulting March 2007 - March 2011
Skills
Management Consulting, Strategic Consulting, Financial Analysis, Financial Modeling, Corporate Finance, Strategic Sourcing, Procurement, Supply Chain Management, Supply Chain..., Mergers, Operation Optimization, Teamwork, Cost Reduction..., Integration, Analysis, Business Analysis, Supplier Negotiation, Contract Negotiation, Acquisition Integration, Corporate Development, Due Diligence, Mergers & Acquisitions, Venture Capital
Education
Wharton School of Business 2011 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General
Oliver Jenkins Oliver Jenkins's Morgan Stanley Experience June 2015 - August 2015
Job Student at University of Pennsylvania
Industry Financial Services
Experience
InstaEDU December 2013 - Present
Morgan Stanley June 2015 - August 2015
Arena Investors, LLC August 2014 - January 2015
Arena Investors, LLC May 2014 - August 2014
Apple February 2013 - December 2013
SIN Global May 2013 - November 2013
NCMFX Inc. June 2012 - August 2012
Skills
Microsoft Excel, Marketing, PowerPoint, Microsoft Office, Teaching, Windows, Outlook, Solidworks, Data Analysis, Management, Excel, Microsoft Word, SEC Edgar, Research Databases, Financial Modeling, Matlab, Market Research, Economics, Research, Teamwork, Leadership
Education
University of Pennsylvania 2012 — 2016
Jerome Fisher M&T Program, Finance and Mechanical Engineering, Senior
Nashoba Regional High School 2008 — 2012
InstaEDU December 2013 - Present
Morgan Stanley June 2015 - August 2015
Arena Investors, LLC August 2014 - January 2015
Arena Investors, LLC May 2014 - August 2014
Apple February 2013 - December 2013
SIN Global May 2013 - November 2013
NCMFX Inc. June 2012 - August 2012
Skills
Microsoft Excel, Marketing, PowerPoint, Microsoft Office, Teaching, Windows, Outlook, Solidworks, Data Analysis, Management, Excel, Microsoft Word, SEC Edgar, Research Databases, Financial Modeling, Matlab, Market Research, Economics, Research, Teamwork, Leadership
Education
University of Pennsylvania 2012 — 2016
Jerome Fisher M&T Program, Finance and Mechanical Engineering, Senior
Nashoba Regional High School 2008 — 2012
Vignesh Krishnan Vignesh Krishnan's Morgan Stanley Experience June 2015 - Present
Job Investment Banking Analyst at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley June 2015 - Present
The Wharton School August 2014 - May 2015
Morgan Stanley June 2014 - August 2014
University of Pennsylvania September 2012 - May 2014
Fidelity Investments June 2013 - August 2013
Technisource May 2012 - August 2012
University of North Texas October 2009 - November 2010
Skills
DCF, Financial Statement..., Bloomberg Terminal, Investments, Break-even Analysis, Strategy, Visio, Sensitivity Analysis, Financial Modeling, PowerPoint, MS Project, VBA, Credit Derivatives, Equity Derivatives, Options, Microsoft Word, Data Analysis, Tableau, CMBS, Hedge Funds, Microsoft Excel, Microsoft PowerPoint, Futures, Microsoft Visio, C Programming, LBO, Leveraged Finance
Education
University of Pennsylvania - The Wharton School 2011 — 2015
BS, Economics, Summa Cum Laude
University of Pennsylvania 2011 — 2015
BSE, Systems Engineering, Summa Cum Laude
Texas Academy of Mathematics and Science 2009 — 2011
HS Diploma
Morgan Stanley June 2015 - Present
The Wharton School August 2014 - May 2015
Morgan Stanley June 2014 - August 2014
University of Pennsylvania September 2012 - May 2014
Fidelity Investments June 2013 - August 2013
Technisource May 2012 - August 2012
University of North Texas October 2009 - November 2010
Skills
DCF, Financial Statement..., Bloomberg Terminal, Investments, Break-even Analysis, Strategy, Visio, Sensitivity Analysis, Financial Modeling, PowerPoint, MS Project, VBA, Credit Derivatives, Equity Derivatives, Options, Microsoft Word, Data Analysis, Tableau, CMBS, Hedge Funds, Microsoft Excel, Microsoft PowerPoint, Futures, Microsoft Visio, C Programming, LBO, Leveraged Finance
Education
University of Pennsylvania - The Wharton School 2011 — 2015
BS, Economics, Summa Cum Laude
University of Pennsylvania 2011 — 2015
BSE, Systems Engineering, Summa Cum Laude
Texas Academy of Mathematics and Science 2009 — 2011
HS Diploma
Catherine Rouleau's Morgan Stanley Experience May 2013 - Present
Job CMBS Trader at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2013 - Present
Morgan Stanley 2010 - 2013
Credit Suisse June 2009 - August 2009
Skills
Private Equity, Alternative Investments, Financial Modeling, Trading, Valuation, Financial Analysis, Capital Markets, Investments, Investment Banking, Equities
Education
University of Pennsylvania - The Wharton School 2006 — 2010
BSc in Economics, Finance Major
Morgan Stanley May 2013 - Present
Morgan Stanley 2010 - 2013
Credit Suisse June 2009 - August 2009
Skills
Private Equity, Alternative Investments, Financial Modeling, Trading, Valuation, Financial Analysis, Capital Markets, Investments, Investment Banking, Equities
Education
University of Pennsylvania - The Wharton School 2006 — 2010
BSc in Economics, Finance Major
Sharon Vongvanith Sharon Vongvanith's Morgan Stanley Experience May 2015 - August 2015
Job Student at University of Pennsylvania
Industry
Experience
Morgan Stanley May 2015 - August 2015
TechData Service Company, LLC May 2014 - August 2014
Liquid Grids July 2012 - August 2012
UC San Diego June 2011 - July 2011
Sanford-Burnham Medical Research Institute July 2010 - July 2010
Education
University of Pennsylvania 2012 — 2016
Bachelor’s Degree, Anthropology and Economics
Morgan Stanley May 2015 - August 2015
TechData Service Company, LLC May 2014 - August 2014
Liquid Grids July 2012 - August 2012
UC San Diego June 2011 - July 2011
Sanford-Burnham Medical Research Institute July 2010 - July 2010
Education
University of Pennsylvania 2012 — 2016
Bachelor’s Degree, Anthropology and Economics
Samuel Rappaport Samuel Rappaport's Morgan Stanley Experience June 2013 - August 2013
Job Analyst at The Blackstone Group
Industry Financial Services
Experience
The Blackstone Group June 2015 - Present
The Wharton School September 2012 - December 2014
The Blackstone Group June 2014 - August 2014
Morgan Stanley June 2013 - August 2013
Notre-Dame Capital June 2012 - October 2012
Skills
Public Speaking, Economics, Social Media, Social Networking, Investments, Debate, Leveraged Finance, Team Leadership, Marketing, Financial Analysis, Management, Teamwork, Data Analysis, Capital Markets, Leadership
Education
Wharton School, University of Pennsylvania 2011 — 2015
Bachelor of Science in Economics, Finance, Management
Lower Canada College Pre-University 2010 — 2011
Lower Canada College 2006 — 2010
High School, Graduate, Class of 2010
The Blackstone Group June 2015 - Present
The Wharton School September 2012 - December 2014
The Blackstone Group June 2014 - August 2014
Morgan Stanley June 2013 - August 2013
Notre-Dame Capital June 2012 - October 2012
Skills
Public Speaking, Economics, Social Media, Social Networking, Investments, Debate, Leveraged Finance, Team Leadership, Marketing, Financial Analysis, Management, Teamwork, Data Analysis, Capital Markets, Leadership
Education
Wharton School, University of Pennsylvania 2011 — 2015
Bachelor of Science in Economics, Finance, Management
Lower Canada College Pre-University 2010 — 2011
Lower Canada College 2006 — 2010
High School, Graduate, Class of 2010
Dave Nam Dave Nam's Morgan Stanley Experience June 2014 - August 2014
Job Summer Research Associate at Dodge and Cox
Industry Investment Management
Experience
Dodge and Cox June 2015 - Present
Morgan Stanley June 2014 - August 2014
R.O.K. Army August 2012 - May 2014
Itochu Corporation May 2011 - July 2011
Skills
Security Clearance, Microsoft Office, Research, Financial Modeling, Public Speaking, Financial Analysis, Business Strategy, Statistics, Military, Analysis, Military Operations
Education
University of Pennsylvania - The Wharton School 2011 — 2016
Bachelor of Science (BSc), Concentrating in Finance and Statistics, Senior
Korean Minjok Leadership Academy 2008 — 2011
High School, Liberal Arts and Sciences, General Studies and Humanities
Dodge and Cox June 2015 - Present
Morgan Stanley June 2014 - August 2014
R.O.K. Army August 2012 - May 2014
Itochu Corporation May 2011 - July 2011
Skills
Security Clearance, Microsoft Office, Research, Financial Modeling, Public Speaking, Financial Analysis, Business Strategy, Statistics, Military, Analysis, Military Operations
Education
University of Pennsylvania - The Wharton School 2011 — 2016
Bachelor of Science (BSc), Concentrating in Finance and Statistics, Senior
Korean Minjok Leadership Academy 2008 — 2011
High School, Liberal Arts and Sciences, General Studies and Humanities
Xiao Qiao's Morgan Stanley Experience April 2009 - June 2009
Job Consultant at Hull Investments LLC
Industry Financial Services
Experience
Hull Investments LLC March 2015 - Present
University of Chicago Booth School of Business July 2011 - Present
Fair Observer August 2010 - June 2012
University of Pennsylvania May 2009 - May 2011
Morgan Stanley April 2009 - June 2009
Wayne State University May 2006 - April 2007
Skills
Statistics, AFM, Data Analysis, Economics, R, Quantitative Analytics, Matlab, Financial Modeling, SAS, Econometrics, Statistical Modeling, Research, SPSS, VBA, Microsoft Office, Financial Analysis, Microsoft Excel, Valuation, Strategy, Finance
Education
University of Chicago 2011 — 2016
Ph.D., Finance
University of Pennsylvania 2007 — 2011
Bachelor of Science in Engineering, Materials Science and Engineering, Mathematics
University of Pennsylvania - The Wharton School 2007 — 2011
Bachelor of Science in Economics, Statistics
Hull Investments LLC March 2015 - Present
University of Chicago Booth School of Business July 2011 - Present
Fair Observer August 2010 - June 2012
University of Pennsylvania May 2009 - May 2011
Morgan Stanley April 2009 - June 2009
Wayne State University May 2006 - April 2007
Skills
Statistics, AFM, Data Analysis, Economics, R, Quantitative Analytics, Matlab, Financial Modeling, SAS, Econometrics, Statistical Modeling, Research, SPSS, VBA, Microsoft Office, Financial Analysis, Microsoft Excel, Valuation, Strategy, Finance
Education
University of Chicago 2011 — 2016
Ph.D., Finance
University of Pennsylvania 2007 — 2011
Bachelor of Science in Engineering, Materials Science and Engineering, Mathematics
University of Pennsylvania - The Wharton School 2007 — 2011
Bachelor of Science in Economics, Statistics
Dhiren Shah Dhiren Shah's Morgan Stanley Experience 1988 - 2005
Job Trusted adviser to leading technology companies
Industry Investment Banking
Experience
Stroz Friedberg January 2007 - August 2015
Greenhill & Co. January 2006 - July 2015
Aspen Institute August 2005 - August 2007
Morgan Stanley 1988 - 2005
Smith Barney, Harris Upham & Co. July 1982 - May 1988
Skills
Mergers & Acquisitions, Corporate Finance, Technology Investment..., Capital Structure, Valuation, Investment Banking, Venture Capital, Joint Ventures, Due Diligence, Private Equity, Capital Markets, Investments, Business Strategy, Corporate Development, Financial Structuring, Restructuring, IPO, Investor Relations, M&A experience, LBO, Strategy, Leveraged Finance, Emerging Markets, Mergers, Financial Analysis, Private Placements
Education
University of Pennsylvania - The Wharton School 1979 — 1982
Bachelor’s Degree, Economics - Finance, Summa cum laude
Stroz Friedberg January 2007 - August 2015
Greenhill & Co. January 2006 - July 2015
Aspen Institute August 2005 - August 2007
Morgan Stanley 1988 - 2005
Smith Barney, Harris Upham & Co. July 1982 - May 1988
Skills
Mergers & Acquisitions, Corporate Finance, Technology Investment..., Capital Structure, Valuation, Investment Banking, Venture Capital, Joint Ventures, Due Diligence, Private Equity, Capital Markets, Investments, Business Strategy, Corporate Development, Financial Structuring, Restructuring, IPO, Investor Relations, M&A experience, LBO, Strategy, Leveraged Finance, Emerging Markets, Mergers, Financial Analysis, Private Placements
Education
University of Pennsylvania - The Wharton School 1979 — 1982
Bachelor’s Degree, Economics - Finance, Summa cum laude
Nicholas Zinn Nicholas Zinn's Morgan Stanley Experience July 2001 - Present
Job Managing Director at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley July 2001 - Present
Education
University of Pennsylvania 1994 — 1998
BA
Morgan Stanley July 2001 - Present
Education
University of Pennsylvania 1994 — 1998
BA
Neha Mathur Neha Mathur's Morgan Stanley Experience June 2013 - August 2013
Job Business Analyst at McKinsey & Company
Industry
Experience
McKinsey & Company July 2014 - Present
Morgan Stanley June 2013 - August 2013
The Wharton School September 2012 - June 2013
Prudential Financial July 2012 - August 2012
Ferranti Computer Systems May 2012 - July 2012
Prudential Financial June 2011 - August 2011
Skills
Matlab, Java, MS Project, Microsoft Excel, Microsoft Office, Oracle BI EE, Oracle General Ledger, Oracle SQL, Public Speaking
Education
University of Pennsylvania 2010 — 2014
BSE (Economics) & BSE (Engineering), Jerome Fisher Program in Management and Technology
McKinsey & Company July 2014 - Present
Morgan Stanley June 2013 - August 2013
The Wharton School September 2012 - June 2013
Prudential Financial July 2012 - August 2012
Ferranti Computer Systems May 2012 - July 2012
Prudential Financial June 2011 - August 2011
Skills
Matlab, Java, MS Project, Microsoft Excel, Microsoft Office, Oracle BI EE, Oracle General Ledger, Oracle SQL, Public Speaking
Education
University of Pennsylvania 2010 — 2014
BSE (Economics) & BSE (Engineering), Jerome Fisher Program in Management and Technology
Julie Xu's Morgan Stanley Experience August 2013 - June 2015
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2013 - June 2015
Morgan Stanley June 2010 - July 2013
XenoPort May 2009 - August 2009
The Wharton School September 2008 - December 2008
The Wharton School November 2007 - December 2008
Merck June 2008 - August 2008
Skills
Financial Modeling, Bloomberg, Capital IQ, Interest Rate..., Corporate Finance, Financial Analysis, Valuation, Due Diligence, Capital Markets, Investments, Mergers & Acquisitions, Finance, Venture Capital, Fixed Income, Portfolio Management, Investment Banking, Data Analysis, Analysis
Education
University of Pennsylvania - The Wharton School 2006 — 2010
B.S., Finance, Accounting
Morgan Stanley August 2013 - June 2015
Morgan Stanley June 2010 - July 2013
XenoPort May 2009 - August 2009
The Wharton School September 2008 - December 2008
The Wharton School November 2007 - December 2008
Merck June 2008 - August 2008
Skills
Financial Modeling, Bloomberg, Capital IQ, Interest Rate..., Corporate Finance, Financial Analysis, Valuation, Due Diligence, Capital Markets, Investments, Mergers & Acquisitions, Finance, Venture Capital, Fixed Income, Portfolio Management, Investment Banking, Data Analysis, Analysis
Education
University of Pennsylvania - The Wharton School 2006 — 2010
B.S., Finance, Accounting
Oren Efrati Oren Efrati's Morgan Stanley Experience 1998 - 2006
Job Senior Software Engineer at Pine River Capital Management
Industry Financial Services
Experience
Pine River Capital Management December 2012 - Present
Citadel Investment Group 2009 - 2012
JP Morgan Chase 2006 - 2009
Morgan Stanley 1998 - 2006
Imagine Software 1995 - 1998
Goldman Sachs 1993 - 1995
Skills
C++, Python, Commodity Markets, Fixed Income Technology, Securitization, Derivatives, Relational Databases, Trading Systems, Full Software Lifecycle, Capital Markets, Equity Derivatives, Credit Derivatives, Options, Fixed Income, Investment Banking, Risk Management, Equities, Hedge Funds, Trading
Education
University of Pennsylvania 1989 — 1993
BSE, Computer Science
Pine River Capital Management December 2012 - Present
Citadel Investment Group 2009 - 2012
JP Morgan Chase 2006 - 2009
Morgan Stanley 1998 - 2006
Imagine Software 1995 - 1998
Goldman Sachs 1993 - 1995
Skills
C++, Python, Commodity Markets, Fixed Income Technology, Securitization, Derivatives, Relational Databases, Trading Systems, Full Software Lifecycle, Capital Markets, Equity Derivatives, Credit Derivatives, Options, Fixed Income, Investment Banking, Risk Management, Equities, Hedge Funds, Trading
Education
University of Pennsylvania 1989 — 1993
BSE, Computer Science
Soei Shin Soei Shin's Morgan Stanley Experience April 2000 - October 2005
Job Director, Financial Institutions Group at BlackRock
Industry Investment Management
Corey Stern Corey Stern's Morgan Stanley Experience May 2014 - June 2014
Job Student at The Wharton School
Industry
Experience
The Daily Pennsylvanian January 2015 - Present
Business Insider June 2015 - August 2015
Philadelphia Weekly September 2014 - December 2014
Morgan Stanley May 2014 - June 2014
Camps Equinunk and Blue Ridge 2012 - 2014
JCC of the Greater Five Towns 2010 - 2013
Skills
Customer Service, Social Media, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Public Speaking, Editing, Social Networking, Editorial, Research, Journalism
Education
University of Pennsylvania - The Wharton School 2013 — 2017
Bachelor's Degree, Accounting and Finance, Journalistic Writing
George W. Hewlett High School 2009 — 2013
High School
The Daily Pennsylvanian January 2015 - Present
Business Insider June 2015 - August 2015
Philadelphia Weekly September 2014 - December 2014
Morgan Stanley May 2014 - June 2014
Camps Equinunk and Blue Ridge 2012 - 2014
JCC of the Greater Five Towns 2010 - 2013
Skills
Customer Service, Social Media, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Public Speaking, Editing, Social Networking, Editorial, Research, Journalism
Education
University of Pennsylvania - The Wharton School 2013 — 2017
Bachelor's Degree, Accounting and Finance, Journalistic Writing
George W. Hewlett High School 2009 — 2013
High School
Michael Edman Michael Edman's Morgan Stanley Experience July 1992 - November 2007
Job Founder at SLMX & WarrenBrook Partners
Industry Financial Services
Experience
Synthetic Lending Marketplace - SLMX June 2014 - Present
WarrenBrook Partners January 2011 - Present
Cerberus Capital Management February 2008 - June 2010
Morgan Stanley July 1992 - November 2007
Education
University of Pennsylvania 1988 — 1992
B.S. & B.A.
Synthetic Lending Marketplace - SLMX June 2014 - Present
WarrenBrook Partners January 2011 - Present
Cerberus Capital Management February 2008 - June 2010
Morgan Stanley July 1992 - November 2007
Education
University of Pennsylvania 1988 — 1992
B.S. & B.A.
Vadym Budilovskyy Vadym Budilovskyy's Morgan Stanley Experience June 2015 - Present
Job Investment Banking Analyst at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley June 2015 - Present
Morgan Stanley June 2014 - August 2014
Morpheus Capital June 2013 - August 2013
City National Bank June 2012 - August 2012
JPL (NASA's Jet Propulsion Laboratory) June 2011 - August 2011
UCLA June 2010 - August 2010
Skills
Computer Science, Linguistics, Investments, Financial Modeling, Microsoft Excel, Entrepreneurship, PowerPoint, Due Diligence, Microsoft Word, Microsoft Office, Budgets, Research, Customer Service, Analysis, Finance, Market Research, Data Analysis, Management, Start-ups
Education
University of Pennsylvania - The Wharton School 2011 — 2015
Bachelor's Degree, Accounting and Finance
Hollywood High School - School for Advanced Studies 2009 — 2011
High School
CHAMPS School 2008 — 2009
High School
Richelieu Liceum 2006 — 2008
Morgan Stanley June 2015 - Present
Morgan Stanley June 2014 - August 2014
Morpheus Capital June 2013 - August 2013
City National Bank June 2012 - August 2012
JPL (NASA's Jet Propulsion Laboratory) June 2011 - August 2011
UCLA June 2010 - August 2010
Skills
Computer Science, Linguistics, Investments, Financial Modeling, Microsoft Excel, Entrepreneurship, PowerPoint, Due Diligence, Microsoft Word, Microsoft Office, Budgets, Research, Customer Service, Analysis, Finance, Market Research, Data Analysis, Management, Start-ups
Education
University of Pennsylvania - The Wharton School 2011 — 2015
Bachelor's Degree, Accounting and Finance
Hollywood High School - School for Advanced Studies 2009 — 2011
High School
CHAMPS School 2008 — 2009
High School
Richelieu Liceum 2006 — 2008
Robert Hendrick Robert Hendrick's Morgan Stanley Experience 2007 - 2008
Job Director, Global Real Estate & Workplace at Tableau Software
Industry Commercial Real Estate
Experience
Tableau Software February 2015 - Present
Amazon October 2011 - January 2015
Kittany Advisors March 2008 - December 2011
Morgan Stanley 2007 - 2008
Comcast Cable May 2004 - April 2007
Michelin 2002 - 2003
Daewoo Motor America August 1998 - May 2002
Creative Alliance Marketing & Communications LLC May 1996 - August 1998
Skills
Real Estate, Corporate Development, Franchising, Market Development, Media & Entertainment, Due Diligence, Business Planning, Mergers & Acquisitions, Valuation, Real Estate Development, Strategic Planning, Strategy, Finance, Entrepreneurship, Leadership, Management, Analysis, Financial Analysis, Cross-functional Team..., Portfolio Management, Budgets, Outsourcing, Commercial Real Estate, Real Estate Transactions, Contract Negotiation, Corporate Real Estate, Negotiation, Leases
Education
University of Pennsylvania - The Wharton School 1994 — 2004
BBA
Tableau Software February 2015 - Present
Amazon October 2011 - January 2015
Kittany Advisors March 2008 - December 2011
Morgan Stanley 2007 - 2008
Comcast Cable May 2004 - April 2007
Michelin 2002 - 2003
Daewoo Motor America August 1998 - May 2002
Creative Alliance Marketing & Communications LLC May 1996 - August 1998
Skills
Real Estate, Corporate Development, Franchising, Market Development, Media & Entertainment, Due Diligence, Business Planning, Mergers & Acquisitions, Valuation, Real Estate Development, Strategic Planning, Strategy, Finance, Entrepreneurship, Leadership, Management, Analysis, Financial Analysis, Cross-functional Team..., Portfolio Management, Budgets, Outsourcing, Commercial Real Estate, Real Estate Transactions, Contract Negotiation, Corporate Real Estate, Negotiation, Leases
Education
University of Pennsylvania - The Wharton School 1994 — 2004
BBA
R. Bruce Baird, ChFC,CIMA R. Bruce Baird, ChFC,CIMA's Morgan Stanley Experience January 1998 - May 2007
Job Investment Advisor Representative, John Hancock Financial Network
Industry Financial Services
Experience
John Hancock Financial Network November 2012 - Present
Prime Capital Services June 2007 - November 2012
Morgan Stanley January 1998 - May 2007
Education
University of Pennsylvania 1986 — 1987
Master's degree, City/Urban, Community and Regional Planning
University of Pennsylvania 1982 — 1986
Bachelor of Arts
John Hancock Financial Network November 2012 - Present
Prime Capital Services June 2007 - November 2012
Morgan Stanley January 1998 - May 2007
Education
University of Pennsylvania 1986 — 1987
Master's degree, City/Urban, Community and Regional Planning
University of Pennsylvania 1982 — 1986
Bachelor of Arts
Abu Farukh Abu Farukh's Morgan Stanley Experience 1979 - 2005
Job Financial Advisor guiding clients to help reach personal & professional financial goals
Industry Financial Services
Experience
Raymond James & Associates March 2012 - Present
Morgan Stanley Smith Barney 2009 - 2012
Smith Barney 2005 - 2009
Morgan Stanley 1979 - 2005
Skills
Wealth Management, Strategic Financial..., Personal Financial..., Financial Advisory, Retirement Planning, Employee Benefits, 401k Rollovers, Concentrated Equity..., College Education..., Estate Planning, Business Solutions, Investment Management, Asset Allocation, Stock Management, Bonds, Syndicate, Life Insurance, Variable Annuities, Long Term Care Insurance
Education
University of San Francisco 1972 — 1976
Bachelor's Degree, Finance & International Business
Wharton School of Business
Wharton Senior Financial Advisors Program
Raymond James & Associates March 2012 - Present
Morgan Stanley Smith Barney 2009 - 2012
Smith Barney 2005 - 2009
Morgan Stanley 1979 - 2005
Skills
Wealth Management, Strategic Financial..., Personal Financial..., Financial Advisory, Retirement Planning, Employee Benefits, 401k Rollovers, Concentrated Equity..., College Education..., Estate Planning, Business Solutions, Investment Management, Asset Allocation, Stock Management, Bonds, Syndicate, Life Insurance, Variable Annuities, Long Term Care Insurance
Education
University of San Francisco 1972 — 1976
Bachelor's Degree, Finance & International Business
Wharton School of Business
Wharton Senior Financial Advisors Program
Richard Shu Richard Shu's Morgan Stanley Experience January 2001 - February 2005
Job CEO/Chief Investment Officer at REMINGTON WEALTH MANAGEMENT
Industry Financial Services
Experience
REMINGTON WEALTH MANAGEMENT February 2008 - Present
Morgan Stanley January 2001 - February 2005
Education
University of Pennsylvania 1974 — 1976
Master of Architecture (M.Arch.), Architecture
REMINGTON WEALTH MANAGEMENT February 2008 - Present
Morgan Stanley January 2001 - February 2005
Education
University of Pennsylvania 1974 — 1976
Master of Architecture (M.Arch.), Architecture
Neha Jatar Neha Jatar's Morgan Stanley Experience June 2012 - April 2014
Job Associate at Monomoy Capital Partners
Industry Financial Services
Experience
Monomoy Capital Partners September 2015 - Present
Barclays April 2014 - August 2015
Morgan Stanley June 2012 - April 2014
Cross Atlantic Capital Partners May 2011 - July 2011
Cummins Filtration May 2010 - August 2010
HKU (Hong Kong University) July 2009 - August 2009
Skills
Analysis
Education
University of Pennsylvania 2008 — 2012
The Jerome Fisher Program in Management & Technology, Mechanical Engineering, Finance
Monomoy Capital Partners September 2015 - Present
Barclays April 2014 - August 2015
Morgan Stanley June 2012 - April 2014
Cross Atlantic Capital Partners May 2011 - July 2011
Cummins Filtration May 2010 - August 2010
HKU (Hong Kong University) July 2009 - August 2009
Skills
Analysis
Education
University of Pennsylvania 2008 — 2012
The Jerome Fisher Program in Management & Technology, Mechanical Engineering, Finance
Rachel Franzblau Rachel Franzblau's Morgan Stanley Experience 2001 - 2005
Job Equities
Industry Financial Services
Experience
Wealthrive 2012 - May 2013
Goldman Sachs 2005 - 2012
Morgan Stanley 2001 - 2005
Skills
Equity Trading, Equity Research, Investment Management, Entrepreneurship, Business Development, Series 7, Series 63, Emerging Markets, Market Data, Valuation, Private Equity
Education
University of Pennsylvania 1997 — 2001
Bachelor of Arts (B.A.), International Relations
Wealthrive 2012 - May 2013
Goldman Sachs 2005 - 2012
Morgan Stanley 2001 - 2005
Skills
Equity Trading, Equity Research, Investment Management, Entrepreneurship, Business Development, Series 7, Series 63, Emerging Markets, Market Data, Valuation, Private Equity
Education
University of Pennsylvania 1997 — 2001
Bachelor of Arts (B.A.), International Relations
Sierra Blake Sierra Blake's Morgan Stanley Experience June 2014 - Present
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Morgan Stanley June 2013 - August 2013
Morgan Stanley June 2012 - August 2012
Morgan Stanley June 2011 - August 2011
Skills
Capital Markets
Education
University of Pennsylvania - The Wharton School 2010 — 2014
Huntsman Program: Bachelor of Arts, International Studies & Bachelor of Science, Economics
University of Pennsylvania
Morgan Stanley June 2014 - Present
Morgan Stanley June 2013 - August 2013
Morgan Stanley June 2012 - August 2012
Morgan Stanley June 2011 - August 2011
Skills
Capital Markets
Education
University of Pennsylvania - The Wharton School 2010 — 2014
Huntsman Program: Bachelor of Arts, International Studies & Bachelor of Science, Economics
University of Pennsylvania
Randi Rosen Randi Rosen's Morgan Stanley Experience September 2004 - January 2012
Job Managing Director at Citi
Industry Financial Services
Experience
Citi April 2013 - Present
JPMorgan Chase January 2012 - March 2013
Morgan Stanley September 2004 - January 2012
Skills
Management, Agile Methodologies, Asset Management, Banking, Business Analysis, Business Intelligence, Business Process..., Capital Markets, Data Warehousing, Derivatives, Electronic Trading, Equities, Enterprise Architecture, Fixed Income, Financial Services, IT Strategy, Financial Markets, Financial Risk, Integration, Hedge Funds, Portfolio Management, PMO, Program Management, Investment Banking, Project Portfolio..., Project Management, Market Data, Requirements Analysis, Risk Management, SQL, Series 7, Software Development, SDLC, Securities, Software Project..., Strategy, Sybase, Trading, Trading Systems, Vendor Management
Education
University of Pennsylvania
MSE, Computer Science
Citi April 2013 - Present
JPMorgan Chase January 2012 - March 2013
Morgan Stanley September 2004 - January 2012
Skills
Management, Agile Methodologies, Asset Management, Banking, Business Analysis, Business Intelligence, Business Process..., Capital Markets, Data Warehousing, Derivatives, Electronic Trading, Equities, Enterprise Architecture, Fixed Income, Financial Services, IT Strategy, Financial Markets, Financial Risk, Integration, Hedge Funds, Portfolio Management, PMO, Program Management, Investment Banking, Project Portfolio..., Project Management, Market Data, Requirements Analysis, Risk Management, SQL, Series 7, Software Development, SDLC, Securities, Software Project..., Strategy, Sybase, Trading, Trading Systems, Vendor Management
Education
University of Pennsylvania
MSE, Computer Science
Andrew Olsen, CFA Andrew Olsen, CFA's Morgan Stanley Experience July 2005 - February 2010
Job Vice President at Boathouse Capital | Private Equity Investor
Industry Financial Services
Experience
Boathouse Capital March 2010 - Present
Morgan Stanley July 2005 - February 2010
Banc of America Securities May 2004 - August 2004
Skills
Private Equity, Financial Modeling, Mezzanine, Equity Research, Financial Accounting, Stocks, Microsoft Excel, M&A experience, Mergers & Acquisitions, Corporate Finance, Valuation, Leveraged Lending, Buyouts, Financial Analysis, Financial Forecasting, Capital Markets, Capital IQ, Capital Raising, PowerPoint, Due Diligence, Investments, Equities, Finance, Strategy
Education
University of Pennsylvania - The Wharton School 2001 — 2005
Bachelor of Science in Economics, Finance, Accounting, Management
Westfield High School 1997 — 2001
Boathouse Capital March 2010 - Present
Morgan Stanley July 2005 - February 2010
Banc of America Securities May 2004 - August 2004
Skills
Private Equity, Financial Modeling, Mezzanine, Equity Research, Financial Accounting, Stocks, Microsoft Excel, M&A experience, Mergers & Acquisitions, Corporate Finance, Valuation, Leveraged Lending, Buyouts, Financial Analysis, Financial Forecasting, Capital Markets, Capital IQ, Capital Raising, PowerPoint, Due Diligence, Investments, Equities, Finance, Strategy
Education
University of Pennsylvania - The Wharton School 2001 — 2005
Bachelor of Science in Economics, Finance, Accounting, Management
Westfield High School 1997 — 2001
William Morel William Morel's Morgan Stanley Experience July 2007 - July 2009
Job Director of Media Analytics at Ampush
Industry Internet
Experience
Ampush November 2014 - Present
Likeable Local June 2014 - November 2014
ZocDoc June 2013 - June 2014
The Wharton School June 2011 - May 2013
McKinsey & Company May 2012 - August 2012
Veronis Suhler Stevenson September 2009 - June 2011
Morgan Stanley July 2007 - July 2009
Skills
Financial Modeling, Strategy, Valuation, Private Equity, Investments, Due Diligence, Digital Media, Financial Analysis, Management Consulting, Business Strategy, Competitive Analysis, Sales Management, Sales Operations, Salesforce.com, Marketing Strategy, Strategic Planning, Business Development, CRM, Mergers & Acquisitions, Analytics, Adtech, Facebook Marketing, Social Media, Social Media Marketing, Data Analysis, People Management
Education
University of Pennsylvania - The Wharton School 2011 — 2013
Master of Business Administration (MBA), Management & Marketing
University of Pennsylvania - The Wharton School 2003 — 2007
Bachelor of Science (B.Sc.), Finance & Legal Studies
Hunter College High School 1997 — 2003
Ampush November 2014 - Present
Likeable Local June 2014 - November 2014
ZocDoc June 2013 - June 2014
The Wharton School June 2011 - May 2013
McKinsey & Company May 2012 - August 2012
Veronis Suhler Stevenson September 2009 - June 2011
Morgan Stanley July 2007 - July 2009
Skills
Financial Modeling, Strategy, Valuation, Private Equity, Investments, Due Diligence, Digital Media, Financial Analysis, Management Consulting, Business Strategy, Competitive Analysis, Sales Management, Sales Operations, Salesforce.com, Marketing Strategy, Strategic Planning, Business Development, CRM, Mergers & Acquisitions, Analytics, Adtech, Facebook Marketing, Social Media, Social Media Marketing, Data Analysis, People Management
Education
University of Pennsylvania - The Wharton School 2011 — 2013
Master of Business Administration (MBA), Management & Marketing
University of Pennsylvania - The Wharton School 2003 — 2007
Bachelor of Science (B.Sc.), Finance & Legal Studies
Hunter College High School 1997 — 2003
Aileen Fernandes's Morgan Stanley Experience June 2011 - February 2013
Job Consultant at Deloitte
Industry Management Consulting
Experience
Deloitte February 2013 - Present
Morgan Stanley June 2011 - February 2013
Scopia Capital August 2010 - August 2010
PNC June 2010 - August 2010
Johnson & Johnson June 2009 - August 2009
Skills
Consulting, Microsoft Excel, Valuation, Microsoft Office, Data Analysis, Financial Modeling, Banking, Financial Analysis, Financial Services, Business Analysis, Management Consulting, Bloomberg, Business Strategy
Education
University of Pennsylvania - The Wharton School 2007 — 2011
B.S. in Economics, Management: Organizational Effectiveness, Operations & Information Management
Deloitte February 2013 - Present
Morgan Stanley June 2011 - February 2013
Scopia Capital August 2010 - August 2010
PNC June 2010 - August 2010
Johnson & Johnson June 2009 - August 2009
Skills
Consulting, Microsoft Excel, Valuation, Microsoft Office, Data Analysis, Financial Modeling, Banking, Financial Analysis, Financial Services, Business Analysis, Management Consulting, Bloomberg, Business Strategy
Education
University of Pennsylvania - The Wharton School 2007 — 2011
B.S. in Economics, Management: Organizational Effectiveness, Operations & Information Management
Ivan Whittey's Morgan Stanley Experience June 2011 - July 2013
Job Associate at Lindsay Goldberg
Industry Financial Services
Experience
Lindsay Goldberg July 2013 - Present
Morgan Stanley June 2011 - July 2013
Morgan Stanley June 2010 - August 2010
Wedbush Morgan Securities June 2009 - August 2009
UBS Wealth Management September 2008 - March 2009
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (M.B.A.)
University of Southern California - Marshall School of Business 2007 — 2011
B.S., Business Administration, Finance
Lindsay Goldberg July 2013 - Present
Morgan Stanley June 2011 - July 2013
Morgan Stanley June 2010 - August 2010
Wedbush Morgan Securities June 2009 - August 2009
UBS Wealth Management September 2008 - March 2009
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (M.B.A.)
University of Southern California - Marshall School of Business 2007 — 2011
B.S., Business Administration, Finance
Sakib Dadi Sakib Dadi's Morgan Stanley Experience 2014 - 2014
Job Venture Capitalist at Bessemer Venture Partners
Industry Venture Capital & Private Equity
Experience
Bessemer Venture Partners 2015 - Present
Morgan Stanley 2014 - 2014
Innova Dynamics 2013 - 2013
United Catalyst 2012 - 2012
Boeing 2010 - 2010
Skills
Nanotechnology, R, Statistics, Matlab, Java, PowerPoint, Physics, Photolithography, Electron Beam..., Entrepreneurship, Materials Science
Education
University of Pennsylvania 2013 — 2015
Master of Science (MS), Materials Science & Engineering
Wharton School, University of Pennsylvania 2011 — 2015
Bachelor of Science (BS), Economics (Concentration in Entrepreneurial Management)
University of Pennsylvania 2011 — 2015
Bachelor of Science (BS), Materials Science & Engineering
Fairmont Preparatory Academy 2007 — 2011
High School
Bessemer Venture Partners 2015 - Present
Morgan Stanley 2014 - 2014
Innova Dynamics 2013 - 2013
United Catalyst 2012 - 2012
Boeing 2010 - 2010
Skills
Nanotechnology, R, Statistics, Matlab, Java, PowerPoint, Physics, Photolithography, Electron Beam..., Entrepreneurship, Materials Science
Education
University of Pennsylvania 2013 — 2015
Master of Science (MS), Materials Science & Engineering
Wharton School, University of Pennsylvania 2011 — 2015
Bachelor of Science (BS), Economics (Concentration in Entrepreneurial Management)
University of Pennsylvania 2011 — 2015
Bachelor of Science (BS), Materials Science & Engineering
Fairmont Preparatory Academy 2007 — 2011
High School
Hope Lee Hope Lee's Morgan Stanley Experience June 2011 - May 2013
Job Finance Manager at American Express
Industry Financial Services
Experience
American Express Global Business Travel September 2014 - Present
American Express June 2013 - August 2014
Morgan Stanley June 2011 - May 2013
Argus Information and Advisory Services June 2010 - August 2010
Skills
Financial Modeling, Finance, Financial Analysis, Valuation, Data Analysis, Corporate Finance, Analysis, Wealth Management
Education
University of Pennsylvania - The Wharton School 2007 — 2011
B.S. in Economics, Concentrations in Finance and Accounting, College Minor in Music
Bellaire High School 2003 — 2007
American Express Global Business Travel September 2014 - Present
American Express June 2013 - August 2014
Morgan Stanley June 2011 - May 2013
Argus Information and Advisory Services June 2010 - August 2010
Skills
Financial Modeling, Finance, Financial Analysis, Valuation, Data Analysis, Corporate Finance, Analysis, Wealth Management
Education
University of Pennsylvania - The Wharton School 2007 — 2011
B.S. in Economics, Concentrations in Finance and Accounting, College Minor in Music
Bellaire High School 2003 — 2007
Oliver Sitt Oliver Sitt's Morgan Stanley Experience June 2015 - Present
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Milken Family Foundation 2011 - 2015
Morgan Stanley June 2014 - August 2014
UBS Wealth Management June 2013 - July 2013
UBS Wealth Management July 2012 - August 2012
Yuet Hing Fat Investment Co. May 2012 - July 2012
Wells Fargo July 2009 - August 2009
Skills
Microsoft Excel, Microsoft Office, Public Speaking, Analysis, Equities, Portfolio Management, Investments, Wealth Management, Investment Strategies, Financial Services, Asset Management, Derivatives, Bonds
Education
University of Pennsylvania 2011 — 2015
Bachelor of Arts (B.A.), International Relations and Economics, Magna Cum Laude
Gabrielino High School 2008 — 2011
Salutatorian
Morgan Stanley June 2015 - Present
Milken Family Foundation 2011 - 2015
Morgan Stanley June 2014 - August 2014
UBS Wealth Management June 2013 - July 2013
UBS Wealth Management July 2012 - August 2012
Yuet Hing Fat Investment Co. May 2012 - July 2012
Wells Fargo July 2009 - August 2009
Skills
Microsoft Excel, Microsoft Office, Public Speaking, Analysis, Equities, Portfolio Management, Investments, Wealth Management, Investment Strategies, Financial Services, Asset Management, Derivatives, Bonds
Education
University of Pennsylvania 2011 — 2015
Bachelor of Arts (B.A.), International Relations and Economics, Magna Cum Laude
Gabrielino High School 2008 — 2011
Salutatorian
Brian Schwarzbach's Morgan Stanley Experience June 2014 - August 2014
Job Summer Financial Analyst at BluePath Finance LLC
Industry Financial Services
Experience
BluePath Finance LLC May 2015 - August 2015
Morgan Stanley June 2014 - August 2014
John Paul II Catholic School June 2012 - July 2012
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Customer Service, Microsoft Office, Data Analysis, Analysis, Risk Management, Financial Modeling, Teamwork, Research
Education
Wharton School, University of Pennsylvania 2012 — 2016
BSE, Strategic Management and Behavioral Economics
St. Thomas High School 2009 — 2012
BluePath Finance LLC May 2015 - August 2015
Morgan Stanley June 2014 - August 2014
John Paul II Catholic School June 2012 - July 2012
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Customer Service, Microsoft Office, Data Analysis, Analysis, Risk Management, Financial Modeling, Teamwork, Research
Education
Wharton School, University of Pennsylvania 2012 — 2016
BSE, Strategic Management and Behavioral Economics
St. Thomas High School 2009 — 2012
Daniel Styles's Morgan Stanley Experience 1987 - 1990
Job Partner at Styles Capital Group
Industry Venture Capital & Private Equity
Experience
Styles Capital Group October 2005 - Present
Ondax 2005 - Present
Zenith Equity Partners February 2003 - October 2005
Imperial Bank 1999 - 2002
Comerica Bank 1999 - 2002
Sun Valley Ventures 1994 - 1998
Morgan Stanley 1987 - 1990
Education
The Wharton School of Business 1990 — 1992
MBA
University of Pennsylvania - The Wharton School 1990 — 1992
MBA
Styles Capital Group October 2005 - Present
Ondax 2005 - Present
Zenith Equity Partners February 2003 - October 2005
Imperial Bank 1999 - 2002
Comerica Bank 1999 - 2002
Sun Valley Ventures 1994 - 1998
Morgan Stanley 1987 - 1990
Education
The Wharton School of Business 1990 — 1992
MBA
University of Pennsylvania - The Wharton School 1990 — 1992
MBA
J.T. Sizemore's Morgan Stanley Experience 2011 - 2014
Job Associate at The Blackstone Group
Industry Real Estate
Experience
The Blackstone Group 2014 - Present
Morgan Stanley 2011 - 2014
DLJ Real Estate Capital Partners 2007 - 2009
The Kor Group 2005 - 2007
Bain & Company 2003 - 2005
Skills
Due Diligence, Private Equity, Valuation, Financial Modeling, Asset Managment, Investments, Alternative Investments, Real Estate, Real Estate Development, Asset Management, Real Estate Economics, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School
MBA, Finance and Real Estate
University of Southern California
BS, Industrial and Systems Engineering
The Blackstone Group 2014 - Present
Morgan Stanley 2011 - 2014
DLJ Real Estate Capital Partners 2007 - 2009
The Kor Group 2005 - 2007
Bain & Company 2003 - 2005
Skills
Due Diligence, Private Equity, Valuation, Financial Modeling, Asset Managment, Investments, Alternative Investments, Real Estate, Real Estate Development, Asset Management, Real Estate Economics, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School
MBA, Finance and Real Estate
University of Southern California
BS, Industrial and Systems Engineering
Spencer Sloan's Morgan Stanley Experience January 2000 - September 2005
Job Chief Financial Officer and Chief Investment Officer at Javelin Global Commodities
Industry Financial Services
Experience
Goldman Sachs October 2005 - January 2015
Morgan Stanley January 2000 - September 2005
Education
University of Pennsylvania 1992 — 1995
Bachelor’s Degree, Political Science
Goldman Sachs October 2005 - January 2015
Morgan Stanley January 2000 - September 2005
Education
University of Pennsylvania 1992 — 1995
Bachelor’s Degree, Political Science
Richard Walters's Morgan Stanley Experience June 2008 - August 2008
Job Investor
Industry Investment Management
Experience
JAT Capital April 2011 - February 2013
Elevation Partners July 2009 - April 2011
Morgan Stanley June 2008 - August 2008
Education
University of Pennsylvania - The Wharton School 2005 — 2009
JAT Capital April 2011 - February 2013
Elevation Partners July 2009 - April 2011
Morgan Stanley June 2008 - August 2008
Education
University of Pennsylvania - The Wharton School 2005 — 2009
Sunaina Seelam's Morgan Stanley Experience July 2008 - July 2010
Job Finance, M&A
Industry Financial Services
Experience
Tesla Motors January 2014 - Present
Tesla Motors June 2012 - December 2013
Samasource April 2012 - June 2012
Cisco August 2010 - April 2012
Morgan Stanley July 2008 - July 2010
Skills
Investment Banking, Valuation, Corporate Development, Financial Modeling, Venture Capital, Analysis
Education
University of Pennsylvania 2004 — 2008
B.A., History, French
University of Pennsylvania - The Wharton School 2004 — 2008
B.S., Finance, Accounting
Tesla Motors January 2014 - Present
Tesla Motors June 2012 - December 2013
Samasource April 2012 - June 2012
Cisco August 2010 - April 2012
Morgan Stanley July 2008 - July 2010
Skills
Investment Banking, Valuation, Corporate Development, Financial Modeling, Venture Capital, Analysis
Education
University of Pennsylvania 2004 — 2008
B.A., History, French
University of Pennsylvania - The Wharton School 2004 — 2008
B.S., Finance, Accounting
Young Ran, CFA's Morgan Stanley Experience May 2006 - August 2006
Job Vice President at Barclays
Industry Investment Banking
Experience
Barclays July 2008 - Present
Lehman Brothers May 2007 - July 2007
Morgan Stanley May 2006 - August 2006
MGM Resorts International June 2004 - August 2004
Skills
Financial Modeling, Investment Banking, Analytics, Enterprise Risk..., Corporate Finance, Capital Markets, Mergers & Acquisitions, Valuation, Financial Risk
Education
University of Pennsylvania 2004 — 2008
Bachelor’s Degree, Finance, Operations and Information Management, Mathematics
Barclays July 2008 - Present
Lehman Brothers May 2007 - July 2007
Morgan Stanley May 2006 - August 2006
MGM Resorts International June 2004 - August 2004
Skills
Financial Modeling, Investment Banking, Analytics, Enterprise Risk..., Corporate Finance, Capital Markets, Mergers & Acquisitions, Valuation, Financial Risk
Education
University of Pennsylvania 2004 — 2008
Bachelor’s Degree, Finance, Operations and Information Management, Mathematics
Mark Lentz's Morgan Stanley Experience December 1990 - February 2004
Job Partner at Collido Media
Industry Photography
Experience
Collido Media April 2004 - Present
Morgan Stanley December 1990 - February 2004
Maslow Media Group, Inc. 2002 - 2004
AT&T November 1986 - November 1989
Skills
Flash, New Media, Video Production, Multimedia, E-Learning, Dreamweaver, Social Media, Editing, Digital Media, Web Design, Graphic Design, Graphics, Video, Creative Direction, User Experience, Content Strategy
Education
University of Pennsylvania 1974 — 1978
BA, English Lit
Collido Media April 2004 - Present
Morgan Stanley December 1990 - February 2004
Maslow Media Group, Inc. 2002 - 2004
AT&T November 1986 - November 1989
Skills
Flash, New Media, Video Production, Multimedia, E-Learning, Dreamweaver, Social Media, Editing, Digital Media, Web Design, Graphic Design, Graphics, Video, Creative Direction, User Experience, Content Strategy
Education
University of Pennsylvania 1974 — 1978
BA, English Lit
Sean Egan's Morgan Stanley Experience January 2013 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2013 - Present
Morgan Stanley August 2009 - January 2013
PricewaterhouseCoopers 2005 - 2007
PricewaterhouseCoopers 2002 - 2005
PricewaterhouseCoopers 1999 - 2002
Skills
Valuation, Corporate Finance, Due Diligence, Investment Banking, Financial Analysis, Capital Markets, Mergers & Acquisitions, Equities, Risk Management
Education
New York University - Leonard N. Stern School of Business 2007 — 2009
MBA, Finance
University of Pennsylvania 1995 — 1999
Bachelor of Science in Engineering, Mechanical Engineering and Applied Mechanics
Morgan Stanley January 2013 - Present
Morgan Stanley August 2009 - January 2013
PricewaterhouseCoopers 2005 - 2007
PricewaterhouseCoopers 2002 - 2005
PricewaterhouseCoopers 1999 - 2002
Skills
Valuation, Corporate Finance, Due Diligence, Investment Banking, Financial Analysis, Capital Markets, Mergers & Acquisitions, Equities, Risk Management
Education
New York University - Leonard N. Stern School of Business 2007 — 2009
MBA, Finance
University of Pennsylvania 1995 — 1999
Bachelor of Science in Engineering, Mechanical Engineering and Applied Mechanics
Tony Corriggio's Morgan Stanley Experience 1999 - 2005
Job Managing Director at Siguler Guff & Company
Industry Investment Management
Experience
Siguler Guff & Company July 2009 - Present
Coeus Capital Management July 2007 - March 2009
The St. Joe Company March 2005 - November 2006
Morgan Stanley 1999 - 2005
United States Air Force 1992 - 1997
Prudential Property Company 1991 - 1992
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA
University of Pennsylvania 1986 — 1991
Bachelor of Science (B.S.), Civil Engineering
Wharton School, University of Pennsylvania 1986 — 1991
Bachelor of Science (B.S.), Real Estate Finance
Siguler Guff & Company July 2009 - Present
Coeus Capital Management July 2007 - March 2009
The St. Joe Company March 2005 - November 2006
Morgan Stanley 1999 - 2005
United States Air Force 1992 - 1997
Prudential Property Company 1991 - 1992
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA
University of Pennsylvania 1986 — 1991
Bachelor of Science (B.S.), Civil Engineering
Wharton School, University of Pennsylvania 1986 — 1991
Bachelor of Science (B.S.), Real Estate Finance
Christopher Kingsley's Morgan Stanley Experience May 2004 - February 2005
Job Chief Creative Officer at Firespring
Industry Online Media
Experience
Firespring March 2015 - Present
Roundscapes January 2008 - Present
42 (Merged with Firespring) March 2012 - March 2015
ROUNDUS May 2005 - 2008
Morgan Stanley May 2004 - February 2005
Club Med January 2003 - September 2003
Skills
Entrepreneurship, Strategy, Social Media, Interactive Marketing, Team Building, Public Speaking, Vision, Storytelling, Social Media Marketing, Video Production, CRM, Brand Development, Team Leadership, Mobile Marketing, WordPress, Startup Development, Advertising, Digital Marketing, E-commerce, Problem Solving, Technology, Mobile Devices, Online Marketing, Communication, Mediation, Team Management, Product Development, Strategic Partnerships, Digital Strategy, Digital Media, User Interface Design, SEM, Online Advertising, Email Marketing, User Experience, Web Analytics, Product Management, Web Development, Video, SEO, Angel Investing, Integrated Marketing, Content Strategy
Education
University of Pennsylvania - The Wharton School 2000 — 2005
Management, Finance
Lincoln High School 1997 — 2000
HSD
Phillips Exeter Academy 1995 — 1997
N/A
Firespring March 2015 - Present
Roundscapes January 2008 - Present
42 (Merged with Firespring) March 2012 - March 2015
ROUNDUS May 2005 - 2008
Morgan Stanley May 2004 - February 2005
Club Med January 2003 - September 2003
Skills
Entrepreneurship, Strategy, Social Media, Interactive Marketing, Team Building, Public Speaking, Vision, Storytelling, Social Media Marketing, Video Production, CRM, Brand Development, Team Leadership, Mobile Marketing, WordPress, Startup Development, Advertising, Digital Marketing, E-commerce, Problem Solving, Technology, Mobile Devices, Online Marketing, Communication, Mediation, Team Management, Product Development, Strategic Partnerships, Digital Strategy, Digital Media, User Interface Design, SEM, Online Advertising, Email Marketing, User Experience, Web Analytics, Product Management, Web Development, Video, SEO, Angel Investing, Integrated Marketing, Content Strategy
Education
University of Pennsylvania - The Wharton School 2000 — 2005
Management, Finance
Lincoln High School 1997 — 2000
HSD
Phillips Exeter Academy 1995 — 1997
N/A
Stanley Choung's Morgan Stanley Experience 1992 - 2011
Job Automated MarketMaking
Industry Investment Banking
Experience
Morgan Stanley 1992 - 2011
Skills
Equities, Options, Derivatives, Equity Derivatives, Electronic Trading, Trading Systems, Equity Trading, Bloomberg, Trading, Series 7, Financial Markets, Quantitative Finance, Series 63, Securities
Education
New York University - Leonard N. Stern School of Business 1994 — 1997
MBA, Finance
University of Pennsylvania 1988 — 1992
Bachelor of Engineering (BEng), Mechanical Engineering
Morgan Stanley 1992 - 2011
Skills
Equities, Options, Derivatives, Equity Derivatives, Electronic Trading, Trading Systems, Equity Trading, Bloomberg, Trading, Series 7, Financial Markets, Quantitative Finance, Series 63, Securities
Education
New York University - Leonard N. Stern School of Business 1994 — 1997
MBA, Finance
University of Pennsylvania 1988 — 1992
Bachelor of Engineering (BEng), Mechanical Engineering
Susan Henschel's Morgan Stanley Experience 2002 - 2007
Job Director, Foreign Exchange Sales at National Australia Bank
Industry Financial Services
Experience
National Australia Bank 2010 - Present
Ninepeaks Capital 2008 - May 2010
Morgan Stanley 2002 - 2007
Self Employed 1998 - 2000
Pioneer Corporation 1992 - 1997
Education
University of Pennsylvania - The Wharton School 2000 — 2002
MBA, Finance
Washington University in St. Louis 1986 — 1990
BA, Asian Studies
National Australia Bank 2010 - Present
Ninepeaks Capital 2008 - May 2010
Morgan Stanley 2002 - 2007
Self Employed 1998 - 2000
Pioneer Corporation 1992 - 1997
Education
University of Pennsylvania - The Wharton School 2000 — 2002
MBA, Finance
Washington University in St. Louis 1986 — 1990
BA, Asian Studies
Daniela Toleva's Morgan Stanley Experience August 2015 - Present
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2015 - Present
Morgan Stanley June 2014 - August 2014
IFC - International Finance Corporation June 2011 - April 2013
The JBG Companies July 2008 - June 2011
Skills
Private Equity, Financial Modeling, Financial Analysis, Valuation, Due Diligence
Education
University of Pennsylvania - The Lauder Institute 2013 — 2015
Master's Degree, International Studies
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 2004 — 2008
Bachelor's Degree, Economics
Morgan Stanley August 2015 - Present
Morgan Stanley June 2014 - August 2014
IFC - International Finance Corporation June 2011 - April 2013
The JBG Companies July 2008 - June 2011
Skills
Private Equity, Financial Modeling, Financial Analysis, Valuation, Due Diligence
Education
University of Pennsylvania - The Lauder Institute 2013 — 2015
Master's Degree, International Studies
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 2004 — 2008
Bachelor's Degree, Economics
Vikas Thakur's Morgan Stanley Experience 2007 - 2008
Job Software Engineer
Industry Information Technology and Services
Experience
Google April 2012 - Present
AQR Capital Management 2008 - 2008
Morgan Stanley 2007 - 2008
Tata Consultancy Services 2004 - 2005
Education
University of Pennsylvania 2005 — 2006
MS
VNIT, Nagpur
Bachelor of Engineering (BE), Electrical Engineering
Google April 2012 - Present
AQR Capital Management 2008 - 2008
Morgan Stanley 2007 - 2008
Tata Consultancy Services 2004 - 2005
Education
University of Pennsylvania 2005 — 2006
MS
VNIT, Nagpur
Bachelor of Engineering (BE), Electrical Engineering
Wendy Zeichner's Morgan Stanley Experience 1981 - 1990
Job Executive Director at Origami USA
Industry Research
Experience
Origami USA March 2012 - Present
NYSE Euronext 2005 - December 2012
Financial Information Forum (FIF) 2010 - 2011
NYSE 1995 - 2005
Morgan Stanley 1981 - 1990
Skills
Program Management, Databases, Project Management, Equities, Electronic Trading, Analysis, Oracle, Capital Markets, Management, Financial Markets, Derivatives, SQL, Securities, Trading Systems, Trading, Hedge Funds, Options, Equity Trading, Financial Services
Education
University of Pennsylvania 1976 — 1980
1980, Business
University of Pennsylvania - The Wharton School 1976 — 1980
Bachelor of Science (BS), Decision Science and Marketing
Origami USA March 2012 - Present
NYSE Euronext 2005 - December 2012
Financial Information Forum (FIF) 2010 - 2011
NYSE 1995 - 2005
Morgan Stanley 1981 - 1990
Skills
Program Management, Databases, Project Management, Equities, Electronic Trading, Analysis, Oracle, Capital Markets, Management, Financial Markets, Derivatives, SQL, Securities, Trading Systems, Trading, Hedge Funds, Options, Equity Trading, Financial Services
Education
University of Pennsylvania 1976 — 1980
1980, Business
University of Pennsylvania - The Wharton School 1976 — 1980
Bachelor of Science (BS), Decision Science and Marketing
Pete Meyers's Morgan Stanley Experience August 2006 - October 2007
Job Vice President at Comvest Partners
Industry Venture Capital & Private Equity
Experience
Comvest Partners January 2014 - Present
Friend Skoler & Co. April 2011 - April 2013
York Street Capital Partners November 2007 - October 2010
Morgan Stanley August 2006 - October 2007
RBS Securities July 2005 - August 2006
Skills
Private Equity, Leveraged Finance, Buyouts, Recapitalizations, Growth Capital, Middle Market, Acquisitions, Investment Banking, LBO, Financial Modeling, Valuation, Corporate Finance, Capital Markets, Alternative Investments, Mergers, Due Diligence, Venture Capital, Financial Analysis, Corporate Development, M&A experience, Private Placements, Financial Structuring, Investments, Business Development, Mezzanine, Senior Debt, Special Situations, Deal Sourcing, Mergers & Acquisitions
Education
University of Pennsylvania
Comvest Partners January 2014 - Present
Friend Skoler & Co. April 2011 - April 2013
York Street Capital Partners November 2007 - October 2010
Morgan Stanley August 2006 - October 2007
RBS Securities July 2005 - August 2006
Skills
Private Equity, Leveraged Finance, Buyouts, Recapitalizations, Growth Capital, Middle Market, Acquisitions, Investment Banking, LBO, Financial Modeling, Valuation, Corporate Finance, Capital Markets, Alternative Investments, Mergers, Due Diligence, Venture Capital, Financial Analysis, Corporate Development, M&A experience, Private Placements, Financial Structuring, Investments, Business Development, Mezzanine, Senior Debt, Special Situations, Deal Sourcing, Mergers & Acquisitions
Education
University of Pennsylvania
Siddharth Gupta's Morgan Stanley Experience March 2013 - June 2014
Job Developer at Bank of America
Industry Computer Software
Experience
Bank of America June 2014 - Present
Morgan Stanley March 2013 - June 2014
Knight Capital Group October 2012 - February 2013
Nomura Securities September 2011 - October 2012
Corporate Rewards August 2009 - August 2011
Basecamp Business May 2009 - August 2009
Education
University of Pennsylvania 2007 — 2009
MSE, Computer and Information Science
Guru Nanak Dev Engineering College 2003 — 2007
B.Tech, Information Technology
Sacred Heart Senior Secondary School
Bank of America June 2014 - Present
Morgan Stanley March 2013 - June 2014
Knight Capital Group October 2012 - February 2013
Nomura Securities September 2011 - October 2012
Corporate Rewards August 2009 - August 2011
Basecamp Business May 2009 - August 2009
Education
University of Pennsylvania 2007 — 2009
MSE, Computer and Information Science
Guru Nanak Dev Engineering College 2003 — 2007
B.Tech, Information Technology
Sacred Heart Senior Secondary School
Remmie Maden's Morgan Stanley Experience July 2007 - February 2009
Job Strategic Planning
Industry Financial Services
Experience
Union Bank Bank of Tokyo-MUFG January 2011 - Present
William Morris Endeavor March 2009 - January 2011
Morgan Stanley July 2007 - February 2009
Education
University of Pennsylvania - The Wharton School 2003 — 2007
B.S., Economics, Operations and Information Management
Union Bank Bank of Tokyo-MUFG January 2011 - Present
William Morris Endeavor March 2009 - January 2011
Morgan Stanley July 2007 - February 2009
Education
University of Pennsylvania - The Wharton School 2003 — 2007
B.S., Economics, Operations and Information Management
Nicholas Tripician's Morgan Stanley Experience September 2004 - May 2005
Job Director at PNC Capital Markets LLC Public Finance
Industry Investment Banking
Experience
PNC Capital Markets LLC - Public Finance May 2004 - Present
USRowing 1999 - 2008
Morgan Stanley September 2004 - May 2005
JPMorga October 2001 - August 2004
JPMorgan Chase 2001 - 2003
Fidelity Investments September 2000 - December 2000
Skills
Fixed Income, Capital Markets, Alternative Investments, Financial Modeling, Securities, Series 7, Bonds, Investment Banking, Derivatives, Bloomberg, Research, Analysis, Financial Analysis, Mutual Funds, Series 63, Credit Analysis, Investments, Financial Structuring, Equities, Finance, Public Finance
Education
University of Pennsylvania 1996 — 2001
Bacehlors, American History
atlantic city high school
atlantic city high school
PNC Capital Markets LLC - Public Finance May 2004 - Present
USRowing 1999 - 2008
Morgan Stanley September 2004 - May 2005
JPMorga October 2001 - August 2004
JPMorgan Chase 2001 - 2003
Fidelity Investments September 2000 - December 2000
Skills
Fixed Income, Capital Markets, Alternative Investments, Financial Modeling, Securities, Series 7, Bonds, Investment Banking, Derivatives, Bloomberg, Research, Analysis, Financial Analysis, Mutual Funds, Series 63, Credit Analysis, Investments, Financial Structuring, Equities, Finance, Public Finance
Education
University of Pennsylvania 1996 — 2001
Bacehlors, American History
atlantic city high school
atlantic city high school
Nitin Sikka's Morgan Stanley Experience 2002 - 2004
Job Cedar River Management
Industry Investment Management
Experience
Cedar River Management January 2009 - Present
Saras Capital Management 2005 - 2008
Citadel Investment Group 2004 - 2005
Morgan Stanley 2002 - 2004
Education
University of Pennsylvania 1997 — 2002
Cedar River Management January 2009 - Present
Saras Capital Management 2005 - 2008
Citadel Investment Group 2004 - 2005
Morgan Stanley 2002 - 2004
Education
University of Pennsylvania 1997 — 2002
Min-Chin Hsiao's Morgan Stanley Experience September 1999 - Present
Job VP at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 1999 - Present
Salomon Smith Barney September 1996 - September 1999
Education
University of Pennsylvania 1992 — 1996
BS, Eelectrical Engineering
University of Pennsylvania - The Wharton School 1992 — 1996
BS in Economics, Management of Technology
Morgan Stanley September 1999 - Present
Salomon Smith Barney September 1996 - September 1999
Education
University of Pennsylvania 1992 — 1996
BS, Eelectrical Engineering
University of Pennsylvania - The Wharton School 1992 — 1996
BS in Economics, Management of Technology
Andrei Margarit's Morgan Stanley Experience July 2008 - October 2009
Job MBA/MA Candidate at The Wharton School & The Lauder Institute
Industry Financial Services
Experience
The Wharton School May 2015 - Present
Heartland Industrial Partners July 2012 - April 2015
CoveView Advisors July 2012 - April 2015
CoveView Capital Partners July 2012 - April 2015
HSBC Global Banking and Markets September 2011 - June 2012
HSBC Global Banking and Markets November 2009 - September 2011
Morgan Stanley July 2008 - October 2009
The Wharton School January 2005 - December 2007
Morgan Stanley May 2007 - August 2007
General Electric Capital May 2006 - August 2006
Skills
Business Valuation, Operational Due..., Financial Modeling, Latin America, Emerging Markets, Investment Banking, LBO, Private Equity, Analytics, Valuation, Investments, Due Diligence, Financial Analysis, Management
Education
University of Pennsylvania - The Lauder Institute 2015 — 2017
Master of Arts (M.A.), International Studies
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 2004 — 2008
Bachelor of Science, Finance; Mathematics, Economics
Stuyvesant High School 2000 — 2004
The Wharton School May 2015 - Present
Heartland Industrial Partners July 2012 - April 2015
CoveView Advisors July 2012 - April 2015
CoveView Capital Partners July 2012 - April 2015
HSBC Global Banking and Markets September 2011 - June 2012
HSBC Global Banking and Markets November 2009 - September 2011
Morgan Stanley July 2008 - October 2009
The Wharton School January 2005 - December 2007
Morgan Stanley May 2007 - August 2007
General Electric Capital May 2006 - August 2006
Skills
Business Valuation, Operational Due..., Financial Modeling, Latin America, Emerging Markets, Investment Banking, LBO, Private Equity, Analytics, Valuation, Investments, Due Diligence, Financial Analysis, Management
Education
University of Pennsylvania - The Lauder Institute 2015 — 2017
Master of Arts (M.A.), International Studies
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 2004 — 2008
Bachelor of Science, Finance; Mathematics, Economics
Stuyvesant High School 2000 — 2004
Scott Fishman's Morgan Stanley Experience August 2012 - November 2014
Job Golub Capital
Industry Financial Services
Experience
Golub Capital November 2014 - Present
Morgan Stanley August 2012 - November 2014
Morgan Stanley June 2011 - August 2011
Accenture July 2006 - July 2010
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA, Finance
University of Pennsylvania 2002 — 2006
BA, Economics, History
Golub Capital November 2014 - Present
Morgan Stanley August 2012 - November 2014
Morgan Stanley June 2011 - August 2011
Accenture July 2006 - July 2010
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA, Finance
University of Pennsylvania 2002 — 2006
BA, Economics, History
Derrick Chen's Morgan Stanley Experience 2011 - 2013
Job Corporate Finance Associate at Dropbox
Industry Financial Services
Experience
Dropbox 2015 - Present
Morgan Stanley 2011 - 2013
Versant Ventures May 2010 - June 2010
Grameen Bank July 2009 - August 2009
United States Congress, Senator Diane Feinstein June 2006 - August 2006
Education
University of Pennsylvania - The Wharton School 2007 — 2011
Economics, Mathematics
Menlo School 2003 — 2007
Dropbox 2015 - Present
Morgan Stanley 2011 - 2013
Versant Ventures May 2010 - June 2010
Grameen Bank July 2009 - August 2009
United States Congress, Senator Diane Feinstein June 2006 - August 2006
Education
University of Pennsylvania - The Wharton School 2007 — 2011
Economics, Mathematics
Menlo School 2003 — 2007
Christopher L. Hudson, CIMA's Morgan Stanley Experience March 2013 - July 2014
Job Financial Planning & Investment Management Professional
Industry Investment Management
Experience
Christopher L. Hudson Consulting, LLC August 2014 - Present
Morgan Stanley March 2013 - July 2014
Merrill Lynch March 2006 - March 2013
Wells Fargo Advisors October 1997 - March 2006
Smith Barney, Inc. April 1995 - November 1997
PNC May 1994 - April 1995
Skills
Retirement Planning, Investment Strategies, Portfolio Management, Asset Allocation, Investments, Strategic Financial..., Pensions, Series 7, Concentrated Stock..., Employee Stock Options, Qualified Retirement..., Equities, Financial Planning, Retirement, Rule 144 Restricted..., Cash Flow Forecasting, Hedge Funds, Options, 401k Rollovers, Fixed Income, Alternative Investments, Structured Products, Series 63
Education
Wharton School of Business; University of Pennsylvania 2007 — 2008
Certified Investment Management Analyst Program
University of Pennsylvania - The Wharton School
Christopher L. Hudson Consulting, LLC August 2014 - Present
Morgan Stanley March 2013 - July 2014
Merrill Lynch March 2006 - March 2013
Wells Fargo Advisors October 1997 - March 2006
Smith Barney, Inc. April 1995 - November 1997
PNC May 1994 - April 1995
Skills
Retirement Planning, Investment Strategies, Portfolio Management, Asset Allocation, Investments, Strategic Financial..., Pensions, Series 7, Concentrated Stock..., Employee Stock Options, Qualified Retirement..., Equities, Financial Planning, Retirement, Rule 144 Restricted..., Cash Flow Forecasting, Hedge Funds, Options, 401k Rollovers, Fixed Income, Alternative Investments, Structured Products, Series 63
Education
Wharton School of Business; University of Pennsylvania 2007 — 2008
Certified Investment Management Analyst Program
University of Pennsylvania - The Wharton School
Matthew Nerlinger's Morgan Stanley Experience 2010 - 2011
Job Entrepreneur
Industry Insurance
Experience
TrackingIQ 2015 - Present
Champion Protection 2015 - Present
SquareTrade 2014 - 2015
Khosla Ventures 2011 - 2014
Morgan Stanley 2010 - 2011
Morgan Stanley 2008 - 2010
Skills
Venture Capital, Due Diligence, Financial Modeling, Investments, Research, Private Equity, Investment Banking, Equity Research, Mergers & Acquisitions, Emerging Markets, Corporate Finance, Corporate Development, Entrepreneurship, Start-ups, Investor Relations
Education
University of Pennsylvania 2007 — 2008
Masters, Environmental Science
University of Pennsylvania 2004 — 2008
BA, Biology
TrackingIQ 2015 - Present
Champion Protection 2015 - Present
SquareTrade 2014 - 2015
Khosla Ventures 2011 - 2014
Morgan Stanley 2010 - 2011
Morgan Stanley 2008 - 2010
Skills
Venture Capital, Due Diligence, Financial Modeling, Investments, Research, Private Equity, Investment Banking, Equity Research, Mergers & Acquisitions, Emerging Markets, Corporate Finance, Corporate Development, Entrepreneurship, Start-ups, Investor Relations
Education
University of Pennsylvania 2007 — 2008
Masters, Environmental Science
University of Pennsylvania 2004 — 2008
BA, Biology
Oren K. Isacoff, M.D.'s Morgan Stanley Experience May 2012 - August 2012
Job Longitude Capital
Industry Venture Capital & Private Equity
Experience
Longitude Capital May 2015 - Present
TPG Capital August 2014 - May 2015
Massachusetts General Hospital June 2013 - June 2014
Morgan Stanley May 2012 - August 2012
Gabriel Investments October 2011 - May 2012
Biogen Idec May 2011 - August 2011
AllianceBernstein May 2006 - May 2007
Goldman Sachs May 2005 - August 2005
Skills
Healthcare, Research, Data Analysis, Clinical Research, Financial Modeling, Lifesciences
Education
University of Pennsylvania - The Wharton School 2011 — 2013
Master of Business Administration (M.B.A.), Finance, Health Care Management
University of Pennsylvania 2008 — 2013
Doctor of Medicine (M.D.)
University of Pennsylvania 2008 — 2013
Master of Bioethics (M.B.E.), Bioethics/Medical Ethics
University of Pennsylvania 2002 — 2006
Bachelor of Arts (B.A.), Political Science and Government
University of Pennsylvania - The Wharton School 2002 — 2006
Bachelor of Science (B.S.), Accounting
Longitude Capital May 2015 - Present
TPG Capital August 2014 - May 2015
Massachusetts General Hospital June 2013 - June 2014
Morgan Stanley May 2012 - August 2012
Gabriel Investments October 2011 - May 2012
Biogen Idec May 2011 - August 2011
AllianceBernstein May 2006 - May 2007
Goldman Sachs May 2005 - August 2005
Skills
Healthcare, Research, Data Analysis, Clinical Research, Financial Modeling, Lifesciences
Education
University of Pennsylvania - The Wharton School 2011 — 2013
Master of Business Administration (M.B.A.), Finance, Health Care Management
University of Pennsylvania 2008 — 2013
Doctor of Medicine (M.D.)
University of Pennsylvania 2008 — 2013
Master of Bioethics (M.B.E.), Bioethics/Medical Ethics
University of Pennsylvania 2002 — 2006
Bachelor of Arts (B.A.), Political Science and Government
University of Pennsylvania - The Wharton School 2002 — 2006
Bachelor of Science (B.S.), Accounting
Richard Bilotti's Morgan Stanley Experience January 1994 - January 2007
Job Portfolio Manager Global Special Situations at P. Schoenfeld Asset Management LP
Industry Investment Management
Experience
P. Schoenfeld Asset Management LP July 2010 - Present
GSO Capital July 2007 - June 2010
Morgan Stanley January 1994 - January 2007
Wasserstein Perella - Grantchester Securities June 1989 - January 1994
Prudential Bache February 1988 - June 1989
LF Rothschild April 1986 - February 1988
Kidder Peabody June 1984 - April 1986
Education
University of Pennsylvania 1980 — 1984
BS of Economics, Finance and Accounting
P. Schoenfeld Asset Management LP July 2010 - Present
GSO Capital July 2007 - June 2010
Morgan Stanley January 1994 - January 2007
Wasserstein Perella - Grantchester Securities June 1989 - January 1994
Prudential Bache February 1988 - June 1989
LF Rothschild April 1986 - February 1988
Kidder Peabody June 1984 - April 1986
Education
University of Pennsylvania 1980 — 1984
BS of Economics, Finance and Accounting
Curtis Ofori's Morgan Stanley Experience June 2011 - August 2011
Job Principal at Greenhall Capital Partners
Industry Venture Capital & Private Equity
Experience
Greenhall Capital Partners September 2012 - Present
Morgan Stanley June 2011 - August 2011
Booz Allen Hamilton June 2009 - August 2010
O & A, P.C. October 2005 - May 2009
PwC June 2004 - September 2005
Education
University of Pennsylvania - The Wharton School 2010 — 2012
Master of Business Administration (M.B.A.)
University of Virginia 2001 — 2005
Bachelor of Commerce (B.Com.)
Greenhall Capital Partners September 2012 - Present
Morgan Stanley June 2011 - August 2011
Booz Allen Hamilton June 2009 - August 2010
O & A, P.C. October 2005 - May 2009
PwC June 2004 - September 2005
Education
University of Pennsylvania - The Wharton School 2010 — 2012
Master of Business Administration (M.B.A.)
University of Virginia 2001 — 2005
Bachelor of Commerce (B.Com.)
Todd Gross's Morgan Stanley Experience 1992 - 1993
Job CIO and Managing Member at QERI LLC
Industry Investment Management
Experience
QERI LLC July 2012 - Present
Hudson Capital Group, LLC 1993 - June 2012
SmartEnergy 1999 - 2001
Morgan Stanley 1992 - 1993
Cooper, Neff 1988 - 1992
Skills
Commodity, Options, Trading, Derivatives, Equities, Portfolio Management, Asset Managment, Bloomberg, Trading Systems, Investments, Hedge Funds, Commodity Markets, Energy, Asset Management, Private Equity, Financial Markets, Start-ups, Electronic Trading, Fixed Income, Risk Management, Capital Markets, Financial Modeling, Investment Banking
Education
University of Pennsylvania 1984 — 1988
BAS, Systems Engineering
University of Pennsylvania - The Wharton School 1984 — 1988
Bachelor of Science (B.S.), Finance
QERI LLC July 2012 - Present
Hudson Capital Group, LLC 1993 - June 2012
SmartEnergy 1999 - 2001
Morgan Stanley 1992 - 1993
Cooper, Neff 1988 - 1992
Skills
Commodity, Options, Trading, Derivatives, Equities, Portfolio Management, Asset Managment, Bloomberg, Trading Systems, Investments, Hedge Funds, Commodity Markets, Energy, Asset Management, Private Equity, Financial Markets, Start-ups, Electronic Trading, Fixed Income, Risk Management, Capital Markets, Financial Modeling, Investment Banking
Education
University of Pennsylvania 1984 — 1988
BAS, Systems Engineering
University of Pennsylvania - The Wharton School 1984 — 1988
Bachelor of Science (B.S.), Finance
Shane Olaleye's Morgan Stanley Experience June 2011 - August 2011
Job IG/HY Research Analyst at Morgan Stanley Investment Management
Industry Banking
Experience
Morgan Stanley Investment Management August 2014 - Present
Morgan Stanley Investment Management June 2012 - August 2014
University of Pennsylvania, Office of Vice Provost of Student Life September 2009 - July 2012
Morgan Stanley June 2011 - August 2011
Google June 2010 - August 2010
Interstate Hotels & Resorts October 2006 - August 2008
Skills
Analysis, Portfolio Management
Education
University of Pennsylvania 2008 — 2012
BA, Philosophy, Politics, & Economics (PPE)
Morgan Stanley Investment Management August 2014 - Present
Morgan Stanley Investment Management June 2012 - August 2014
University of Pennsylvania, Office of Vice Provost of Student Life September 2009 - July 2012
Morgan Stanley June 2011 - August 2011
Google June 2010 - August 2010
Interstate Hotels & Resorts October 2006 - August 2008
Skills
Analysis, Portfolio Management
Education
University of Pennsylvania 2008 — 2012
BA, Philosophy, Politics, & Economics (PPE)
Marcus Weaver's Morgan Stanley Experience August 2015 - Present
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2015 - Present
Morgan Stanley June 2012 - July 2015
Credit Suisse June 2011 - August 2011
Skills
Series 79, Series 52
Education
University of Pennsylvania 2008 — 2012
BA, East Asian Languages and Civilizations
The Hotchkiss School 2004 — 2008
Morgan Stanley August 2015 - Present
Morgan Stanley June 2012 - July 2015
Credit Suisse June 2011 - August 2011
Skills
Series 79, Series 52
Education
University of Pennsylvania 2008 — 2012
BA, East Asian Languages and Civilizations
The Hotchkiss School 2004 — 2008
Morgan Hurley's Morgan Stanley Experience June 2007 - September 2007
Job MBA Summer Intern at American Express
Industry Retail
Experience
American Express June 2014 - Present
DEVRIES GLOBAL January 2013 - July 2013
Macy's June 2010 - September 2012
Edelman June 2008 - August 2009
Morgan Stanley June 2007 - September 2007
Skills
Strategy, CRM, Leadership, Advertising, Social Media, Sales, Brand Management, Training, Project Management, Analysis, Budgets, Project Planning, Facebook
Education
New York University - Leonard N. Stern School of Business 2012 — 2015
Master of Business Administration (MBA)
University of Pennsylvania 2006 — 2010
BA, Philosophy, Politics, Economics, Hispanic Studies
American Express June 2014 - Present
DEVRIES GLOBAL January 2013 - July 2013
Macy's June 2010 - September 2012
Edelman June 2008 - August 2009
Morgan Stanley June 2007 - September 2007
Skills
Strategy, CRM, Leadership, Advertising, Social Media, Sales, Brand Management, Training, Project Management, Analysis, Budgets, Project Planning, Facebook
Education
New York University - Leonard N. Stern School of Business 2012 — 2015
Master of Business Administration (MBA)
University of Pennsylvania 2006 — 2010
BA, Philosophy, Politics, Economics, Hispanic Studies
Richard Strauss, CFA's Morgan Stanley Experience January 2010 - January 2013
Job FM Liquidity Risk at BB&T
Industry Financial Services
Experience
BB&T June 2015 - Present
Santander Bank, N.A. September 2012 - August 2014
Morgan Stanley January 2010 - January 2013
Morgan Stanley April 2009 - January 2010
Morgan Stanley September 2007 - April 2009
MSCI Inc (Formerly Morgan Stanley Capital International & MSCI Barra) October 2005 - September 2007
Ryan Beck & Co. August 2004 - July 2005
Ryan Beck & Co. September 2003 - August 2004
Skills
Fixed Income, Investments, Financial Analysis, Portfolio Management, Financial Modeling, Trading, Financial Risk, Derivatives, Equities, Bloomberg
Education
University of Pennsylvania 1999 — 2003
BA in Political Science
University of Pennsylvania - The Wharton School 1999 — 2003
BS in Economics with Finance Concentration
BB&T June 2015 - Present
Santander Bank, N.A. September 2012 - August 2014
Morgan Stanley January 2010 - January 2013
Morgan Stanley April 2009 - January 2010
Morgan Stanley September 2007 - April 2009
MSCI Inc (Formerly Morgan Stanley Capital International & MSCI Barra) October 2005 - September 2007
Ryan Beck & Co. August 2004 - July 2005
Ryan Beck & Co. September 2003 - August 2004
Skills
Fixed Income, Investments, Financial Analysis, Portfolio Management, Financial Modeling, Trading, Financial Risk, Derivatives, Equities, Bloomberg
Education
University of Pennsylvania 1999 — 2003
BA in Political Science
University of Pennsylvania - The Wharton School 1999 — 2003
BS in Economics with Finance Concentration
Curt Matsen, CPA's Morgan Stanley Experience February 2000 - April 2009
Job OwnerEntrepreneur at Matsen Enterprises, Inc.
Industry Financial Services
Experience
Matsen Enterprises, Inc. July 2009 - Present
Morgan Stanley February 2000 - April 2009
UBS Global Asset Management January 1992 - January 2000
Lehman Brothers September 1984 - December 1991
Education
Wharton Business School 1980 — 1984
Business, Finance
Matsen Enterprises, Inc. July 2009 - Present
Morgan Stanley February 2000 - April 2009
UBS Global Asset Management January 1992 - January 2000
Lehman Brothers September 1984 - December 1991
Education
Wharton Business School 1980 — 1984
Business, Finance
Tiffany Ortiz's Morgan Stanley Experience 2007 - 2008
Job Coordinator, Family Programs at Carnegie Hall
Industry Performing Arts
Experience
Carnegie Hall 2011 - Present
Throw Vision 2012 - Present
WQHS 2009 - 2011
Penn Samba 2008 - 2011
WXPN 2007 - 2011
Verve Records 2010 - 2010
Morgan Stanley 2007 - 2008
Education
University of Pennsylvania 2007 — 2011
Bachelor of Arts (B.A.), Communications, Music Minor
Carnegie Hall 2011 - Present
Throw Vision 2012 - Present
WQHS 2009 - 2011
Penn Samba 2008 - 2011
WXPN 2007 - 2011
Verve Records 2010 - 2010
Morgan Stanley 2007 - 2008
Education
University of Pennsylvania 2007 — 2011
Bachelor of Arts (B.A.), Communications, Music Minor
Thomas Kraemer, Ph.D.'s Morgan Stanley Experience 1995 - 2000
Job CoFounder and Partner, Alloy Investments
Industry Financial Services
Experience
Alloy Investments 2012 - Present
Edward Kraemer and Sons, Inc and Kraemer Mining and Materials 1991 - Present
Merrill Lynch 2000 - 2002
Morgan Stanley 1995 - 2000
Skills
Finance, Statistical Modeling, Equity Research Analysis, Mining, Turn Around Management, Information Technology, Investment Banking, Building Bridges, Construction, Enterprise Software, Computer Hardware, Enterprise Storage, Mergers & Acquisitions, Investments, Venture Capital, Equity Research, Management, Strategy, Corporate Development, Financial Analysis, Private Equity, Financial Modeling, Hedge Funds, Angel Investing, Corporate Finance, IPO, MIS, Trading, Executive Management, Equities, Entrepreneurship, Valuation, Economics, Start-ups
Education
Wharton School, University of Pennsylvania 1991 — 2004
Doctor of Philosophy (Ph.D.), Management Strategy and Entrepreneurship
University of Pennsylvania 1986 — 1990
Bachelor of Arts (B.A.), Economics and German Soviet Relations
Alloy Investments 2012 - Present
Edward Kraemer and Sons, Inc and Kraemer Mining and Materials 1991 - Present
Merrill Lynch 2000 - 2002
Morgan Stanley 1995 - 2000
Skills
Finance, Statistical Modeling, Equity Research Analysis, Mining, Turn Around Management, Information Technology, Investment Banking, Building Bridges, Construction, Enterprise Software, Computer Hardware, Enterprise Storage, Mergers & Acquisitions, Investments, Venture Capital, Equity Research, Management, Strategy, Corporate Development, Financial Analysis, Private Equity, Financial Modeling, Hedge Funds, Angel Investing, Corporate Finance, IPO, MIS, Trading, Executive Management, Equities, Entrepreneurship, Valuation, Economics, Start-ups
Education
Wharton School, University of Pennsylvania 1991 — 2004
Doctor of Philosophy (Ph.D.), Management Strategy and Entrepreneurship
University of Pennsylvania 1986 — 1990
Bachelor of Arts (B.A.), Economics and German Soviet Relations
richard glass's Morgan Stanley Experience October 1999 - June 2010
Job Portfolio Manager at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank August 2013 - Present
Lockwell Investments LLC August 2010 - July 2013
morgan stanley October 1999 - June 2010
Neuberger Berman 1996 - 1999
Education
University of Pennsylvania
Bachelor of Science (BS), Economics
Deutsche Bank August 2013 - Present
Lockwell Investments LLC August 2010 - July 2013
morgan stanley October 1999 - June 2010
Neuberger Berman 1996 - 1999
Education
University of Pennsylvania
Bachelor of Science (BS), Economics
Lucille Meyer's Morgan Stanley Experience May 1995 - October 1998
Job M & A JPMorgan Chase
Industry Investment Management
Experience
Goldman Sachs June 2005 - August 2007
Goldman Sachs August 2003 - June 2005
Goldman Sachs February 2000 - August 2003
Goldman Sachs October 1998 - February 2000
Morgan Stanley May 1995 - October 1998
Merrill Lynch September 1990 - August 1993
Merrill Lynch May 1990 - August 1990
Skills
Structured Finance, Equity Derivatives, Credit Derivatives, Interest Rate Risk..., Interest Rate Swaps, Econometrics, Economic Modeling, Basel II, Mergers & Acquisitions, Business Strategy, VBA, Microsoft Excel, Matlab, C++ Language, Java, Python, Bond Pricing, Client Development, Tax Law, US GAAP
Education
Wharton School, University of Pennsylvania 1993 — 1995
Master of Business Administration (MBA), 3.97
University of Chicago 1986 — 1990
Bachelor's degree (BSc), Economics, 3.88
Cheltenham Ladies' College
Grade School
Goldman Sachs June 2005 - August 2007
Goldman Sachs August 2003 - June 2005
Goldman Sachs February 2000 - August 2003
Goldman Sachs October 1998 - February 2000
Morgan Stanley May 1995 - October 1998
Merrill Lynch September 1990 - August 1993
Merrill Lynch May 1990 - August 1990
Skills
Structured Finance, Equity Derivatives, Credit Derivatives, Interest Rate Risk..., Interest Rate Swaps, Econometrics, Economic Modeling, Basel II, Mergers & Acquisitions, Business Strategy, VBA, Microsoft Excel, Matlab, C++ Language, Java, Python, Bond Pricing, Client Development, Tax Law, US GAAP
Education
Wharton School, University of Pennsylvania 1993 — 1995
Master of Business Administration (MBA), 3.97
University of Chicago 1986 — 1990
Bachelor's degree (BSc), Economics, 3.88
Cheltenham Ladies' College
Grade School
Melvyn Tan's Morgan Stanley Experience July 2010 - September 2013
Job Trader at J. Goldman & Co., L.P.
Industry Financial Services
Experience
J. Goldman & Co., L.P. November 2013 - Present
Morgan Stanley July 2010 - September 2013
Education
University of Pennsylvania - The Wharton School 2006 — 2010
Bachelor of Science (B.Sc.), Finance and Statistics
University of Pennsylvania 2006 — 2010
Bachelor of Arts (B.A.), Mathematics
J. Goldman & Co., L.P. November 2013 - Present
Morgan Stanley July 2010 - September 2013
Education
University of Pennsylvania - The Wharton School 2006 — 2010
Bachelor of Science (B.Sc.), Finance and Statistics
University of Pennsylvania 2006 — 2010
Bachelor of Arts (B.A.), Mathematics
William Formosa's Morgan Stanley Experience January 2004 - June 2007
Job Derivatives Trader at Cohen & Steers
Industry Investment Management
Experience
Cohen & Steers July 2007 - Present
Morgan Stanley January 2004 - June 2007
Skills
Trading, Derivatives, Options Strategies, Equities, Commodity, Futures Trading, Hedge Funds, Alternative Investments, Asset Management, Capital Markets
Education
University of Pennsylvania 1992 — 1996
Bachelor's Degree, Economics/Finance
Cohen & Steers July 2007 - Present
Morgan Stanley January 2004 - June 2007
Skills
Trading, Derivatives, Options Strategies, Equities, Commodity, Futures Trading, Hedge Funds, Alternative Investments, Asset Management, Capital Markets
Education
University of Pennsylvania 1992 — 1996
Bachelor's Degree, Economics/Finance
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS